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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 | $162,136-87.7% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 47.4% | 84.1%-36.7pp | 82.4%-35.1pp | 80.7%-33.3pp |
| Annual return | -14.96% | 91.02%-106.0pp | 80.50%-95.5pp | 172.34%-187.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,195 | $8,341-25.7% | $8,004-22.6% | $6,730-7.9% |
| Admin fee / account holder | $5,562 | $15,759-64.7% | $14,398-61.4% | $14,365-61.3% |