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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 | $27,822 | $78,694-64.6% | $67,652-58.9% | $125,389-77.8% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -3.65% | 9.46%-13.1pp | 6625.40%-6629.0pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,007 | $4,292-29.9% | $3,560-15.5% | $5,352-43.8% |
| Admin fee / account holder | $1,803 | $7,403-75.6% | $4,821-62.6% | $9,541-81.1% |