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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 | $23,012 | $124,175-81.5% | $108,405-78.8% | $167,553-86.3% |
| Participation rate | 31.6% | 82.3%-50.7pp | 80.1%-48.6pp | 82.1%-50.5pp |
| Annual return | -14.50% | 1380.13%-1394.6pp | 905.55%-920.0pp | 478.89%-493.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,067 | $6,908-26.7% | $6,563-22.8% | $6,343-20.1% |
| Admin fee / account holder | $3,688 | $9,457-61.0% | $7,297-49.5% | $12,316-70.1% |