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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,339 | $82,674-36.7% | $125,381-58.3% | $68,486-23.6% |
| Participation rate | 55.0% | 75.1%-20.1pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | -20.25% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,901 | $6,111+62.0% | $7,448+32.9% | $4,028+145.8% |
| Admin fee / account holder | $9,208 | $6,277+46.7% | $10,007-8.0% | $5,404+70.4% |