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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 | $53,563 | $183,516-70.8% | $155,534-65.6% | $145,884-63.3% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | -10.28% | 61.43%-71.7pp | 64.92%-75.2pp | 551.85%-562.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,350 | $6,467-17.3% | $5,630-5.0% | $6,690-20.0% |
| Admin fee / account holder | $8,608 | $19,293-55.4% | $15,900-45.9% | $13,392-35.7% |