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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 | $13,911 | $169,336-91.8% | $129,384-89.2% | $145,884-90.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | -59.95% | 14408.70%-14468.6pp | 9461.77%-9521.7pp | 551.85%-611.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,379 | $4,985+28.0% | $4,166+53.1% | $6,690-4.7% |
| Admin fee / account holder | $7,438 | $9,912-25.0% | $7,686-3.2% | $13,392-44.5% |