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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 | $5,616 | $27,924-79.9% | $58,544-90.4% | $75,181-92.5% |
| Participation rate | 6.3% | 38.8%-32.6pp | 50.9%-44.6pp | 67.2%-60.9pp |
| Annual return | -46.18% | 44.20%-90.4pp | 4249.56%-4295.7pp | 160.69%-206.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $288 | $1,202-76.1% | $1,923-85.0% | $4,126-93.0% |
| Admin fee / account holder | $1,462 | $1,726-15.3% | $2,520-42.0% | $5,650-74.1% |