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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 | $77,225 | $160,040-51.7% | $147,096-47.5% | $145,877-47.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | -10.45% | 98.49%-108.9pp | 419.75%-430.2pp | 551.28%-561.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,575 | $8,429-10.1% | $8,071-6.1% | $6,691+13.2% |
| Admin fee / account holder | $12,402 | $15,050-17.6% | $13,005-4.6% | $13,402-7.5% |