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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 | $16,235 | $154,754-89.5% | $124,206-86.9% | $138,895-88.3% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.6%-26.7pp | 79.9%-37.1pp |
| Annual return | -32.75% | 709.28%-742.0pp | 515.27%-548.0pp | 145.39%-178.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,931 | $4,621-14.9% | $3,968-0.9% | $6,396-38.5% |
| Admin fee / account holder | $5,725 | $6,690-14.4% | $5,929-3.4% | $12,562-54.4% |