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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 | $75,597 | $154,754-51.2% | $124,206-39.1% | $138,895-45.6% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.6%-58.5pp | 79.9%-68.8pp |
| Annual return | -9.34% | 709.28%-718.6pp | 515.27%-524.6pp | 145.39%-154.7pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,051 | $4,621-55.6% | $3,968-48.3% | $6,396-67.9% |
| Admin fee / account holder | $17,098 | $6,690+155.6% | $5,929+188.4% | $12,562+36.1% |