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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 | $13,862 | $96,361-85.6% | $80,607-82.8% | $139,456-90.1% |
| Participation rate | 41.7% | 73.6%-32.0pp | 67.0%-25.3pp | 80.3%-38.7pp |
| Annual return | -7.23% | 1350.95%-1358.2pp | 936.11%-943.3pp | 373.45%-380.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,841 | $5,232-64.8% | $4,448-58.6% | $6,711-72.6% |
| Admin fee / account holder | $2,453 | $6,601-62.8% | $5,379-54.4% | $11,407-78.5% |