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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 | $29,648 | $169,361-82.5% | $129,397-77.1% | $145,877-79.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.0pp | 80.3%-51.7pp |
| Annual return | -10.44% | 14395.54%-14406.0pp | 9453.98%-9464.4pp | 551.28%-561.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,396 | $4,987-52.0% | $4,167-42.5% | $6,691-64.2% |
| Admin fee / account holder | $4,279 | $9,903-56.8% | $7,679-44.3% | $13,402-68.1% |