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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 | $78,657 | $48,274+62.9% | $63,244+24.4% | $59,633+31.9% |
| Participation rate | 50.9% | 66.3%-15.4pp | 71.0%-20.2pp | 68.7%-17.8pp |
| Annual return | -2.82% | -240.79%+238.0pp | -70.31%+67.5pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,564 | $2,343-33.2% | $2,953-47.0% | $3,192-51.0% |
| Admin fee / account holder | $2,880 | $3,600-20.0% | $5,893-51.1% | $4,297-33.0% |