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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 | $25,894 | $176,077-85.3% | $159,455-83.8% | $167,518-84.5% |
| Participation rate | 30.0% | 84.9%-54.9pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | -11.89% | 331.83%-343.7pp | 263.63%-275.5pp | 478.71%-490.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,310 | $7,751-57.3% | $7,353-55.0% | $6,342-47.8% |
| Admin fee / account holder | $4,609 | $12,556-63.3% | $10,800-57.3% | $12,312-62.6% |