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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 | $163,342 | $131,835+23.9% | $108,582+50.4% | $273,972-40.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 0.14% | -91.57%+91.7pp | -51.70%+51.8pp | 41.46%-41.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,078 | $5,127-59.5% | $4,311-51.8% | $5,287-60.7% |
| Admin fee / account holder | $1,278 | $10,253-87.5% | $7,645-83.3% | $10,133-87.4% |