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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 | $86,214 | $56,640+52.2% | $78,002+10.5% | $55,167+56.3% |
| Participation rate | 28.1% | 73.3%-45.3pp | 75.5%-47.5pp | 69.0%-40.9pp |
| Annual return | -1.28% | 2868.48%-2869.8pp | 425.99%-427.3pp | 169.23%-170.5pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,431 | $2,778-48.5% | $3,497-59.1% | $3,054-53.2% |
| Admin fee / account holder | $4,287 | $467+819.0% | $5,481-21.8% | $504+750.8% |