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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 | $14,523 | $75,832-80.8% | $147,618-90.2% | $59,633-75.6% |
| Participation rate | 9.7% | 71.6%-61.9pp | 84.6%-74.9pp | 68.7%-59.0pp |
| Annual return | -43.68% | 0.37%-44.0pp | 61.98%-105.7pp | 2041.40%-2085.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,119 | $3,131-64.2% | $4,895-77.1% | $3,192-64.9% |
| Admin fee / account holder | $3,344 | $5,986-44.1% | $11,612-71.2% | $4,297-22.2% |