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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 | $20,821 | $99,668-79.1% | $86,451-75.9% | $134,545-84.5% |
| Participation rate | 35.0% | 82.1%-47.1pp | 80.3%-45.3pp | 81.2%-46.2pp |
| Annual return | -32.79% | 6789.61%-6822.4pp | 4398.51%-4431.3pp | 418.37%-451.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,957 | $7,249-45.4% | $6,953-43.1% | $6,401-38.2% |
| Admin fee / account holder | $2,550 | $8,377-69.6% | $6,734-62.1% | $11,431-77.7% |