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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 | $56,937 | $183,539-69.0% | $155,556-63.4% | $145,897-61.0% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-51.0pp | 80.3%-53.0pp |
| Annual return | -23.65% | 61.31%-85.0pp | 64.84%-88.5pp | 552.29%-575.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,268 | $6,467-34.0% | $5,631-24.2% | $6,689-36.2% |
| Admin fee / account holder | $18,905 | $19,275-1.9% | $15,885+19.0% | $13,390+41.2% |