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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 | $145,219 | $103,393+40.5% | $87,103+66.7% | $152,909-5.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | -5.63% | 28.10%-33.7pp | 28.19%-33.8pp | 345.46%-351.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,971 | $4,778+4.0% | $4,049+22.8% | $5,851-15.0% |
| Admin fee / account holder | $2,721 | $12,195-77.7% | $7,491-63.7% | $11,601-76.5% |