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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 | $35,116 | $104,116-66.3% | $71,089-50.6% | $135,380-74.1% |
| Participation rate | 13.3% | 65.7%-52.3pp | 54.6%-41.3pp | 82.6%-69.3pp |
| Annual return | -19.75% | 1256.51%-1276.3pp | 650.65%-670.4pp | 519.81%-539.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,328 | $2,524-7.7% | $1,873+24.3% | $5,609-58.5% |
| Admin fee / account holder | $4,398 | $4,142+6.2% | $3,082+42.7% | $10,828-59.4% |