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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 | $59,190 | $138,076-57.1% | $123,553-52.1% | $135,380-56.3% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -9.65% | 153.70%-163.3pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,920 | $6,800+75.3% | $6,426+85.5% | $5,609+112.5% |
| Admin fee / account holder | $15,299 | $10,917+40.1% | $9,284+64.8% | $10,828+41.3% |