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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 | $19,925 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | -14.96% | 74.59%-89.5pp | 66.58%-81.5pp | 220.34%-235.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,195 | $8,216-24.6% | $7,897-21.6% | $6,407-3.3% |
| Admin fee / account holder | $5,562 | $14,344-61.2% | $13,129-57.6% | $12,270-54.7% |