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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 | $9,749 | $57,330-83.0% | $86,656-88.7% | $75,177-87.0% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | -5.44% | 2675.40%-2680.8pp | 593.09%-598.5pp | 160.75%-166.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,440 | $3,320-56.6% | $4,439-67.6% | $4,126-65.1% |
| Admin fee / account holder | $1,585 | $4,115-61.5% | $5,619-71.8% | $5,651-72.0% |