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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 | $20,698 | $97,761-78.8% | $83,850-75.3% | $135,382-84.7% |
| Participation rate | 43.5% | 80.0%-36.5pp | 76.1%-32.7pp | 82.6%-39.2pp |
| Annual return | -14.48% | 1287.44%-1301.9pp | 850.92%-865.4pp | 519.77%-534.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,661 | $4,682-21.8% | $4,082-10.3% | $5,609-34.7% |
| Admin fee / account holder | $1,179 | $6,674-82.3% | $5,478-78.5% | $10,829-89.1% |