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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 | $17,465 | $110,039-84.1% | $97,260-82.0% | $145,884-88.0% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | -89.93% | 244.44%-334.4pp | 75.54%-165.5pp | 551.85%-641.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,269 | $4,674-30.1% | $4,262-23.3% | $6,690-51.1% |
| Admin fee / account holder | $11,801 | $6,204+90.2% | $5,640+109.2% | $13,392-11.9% |