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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 | $68,818 | $56,197+22.5% | $67,652+1.7% | $59,633+15.4% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -3.80% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,604 | $2,844-8.4% | $3,560-26.8% | $3,192-18.4% |
| Admin fee / account holder | $11,891 | $3,958+200.4% | $4,821+146.7% | $4,297+176.7% |