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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 | $53,874 | $29,319+83.7% | $52,425+2.8% | $82,448-34.7% |
| Participation rate | 6.3% | 46.9%-40.6pp | 55.6%-49.4pp | 68.1%-61.8pp |
| Annual return | -11.01% | 535.20%-546.2pp | 302.12%-313.1pp | 41.64%-52.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,703 | $1,171+45.4% | $1,790-4.9% | $4,139-58.9% |
| Admin fee / account holder | $9,879 | $1,962+403.5% | $2,495+295.9% | $7,234+36.5% |