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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 | $9,077 | $72,465-87.5% | $67,575-86.6% | $145,884-93.8% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | -30.53% | 7222.56%-7253.1pp | 3528.98%-3559.5pp | 551.85%-582.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,666 | $4,786-44.3% | $4,003-33.4% | $6,690-60.1% |
| Admin fee / account holder | $3,200 | $5,515-42.0% | $3,993-19.9% | $13,392-76.1% |