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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 | $12,996 | $92,743-86.0% | $82,744-84.3% | $134,532-90.3% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.8pp | 81.2%-57.4pp |
| Annual return | -68.04% | 946.63%-1014.7pp | 702.22%-770.3pp | 418.27%-486.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,211 | $4,802-12.3% | $4,395-4.2% | $6,401-34.2% |
| Admin fee / account holder | $331 | $5,977-94.5% | $5,325-93.8% | $11,429-97.1% |