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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 | $46,393 | $88,815-47.8% | $81,882-43.3% | $145,897-68.2% |
| Participation rate | 15.4% | 75.1%-59.7pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | -18.50% | 1033.75%-1052.2pp | 779.47%-798.0pp | 552.29%-570.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,883 | $4,647-16.4% | $4,323-10.2% | $6,689-42.0% |
| Admin fee / account holder | $22,897 | $8,434+171.5% | $7,360+211.1% | $13,390+71.0% |