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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 | $37,708 | $56,197-32.9% | $67,652-44.3% | $59,633-36.8% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | -4.36% | 18508.10%-18512.5pp | 6625.40%-6629.8pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,565 | $1,615-3.1% | $2,266-30.9% | $2,203-28.9% |
| Participant deferral / active EE | $3,440 | $2,844+21.0% | $3,560-3.4% | $3,192+7.8% |
| Admin fee / account holder | $2,790 | $3,958-29.5% | $4,821-42.1% | $4,297-35.1% |