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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 | $41,128 | $72,446-43.2% | $67,561-39.1% | $145,877-71.8% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | -4.11% | 7211.98%-7216.1pp | 3525.44%-3529.6pp | 551.28%-555.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,318 | $4,785-51.6% | $4,003-42.1% | $6,691-65.4% |
| Admin fee / account holder | $6,512 | $5,541+17.5% | $4,006+62.6% | $13,402-51.4% |