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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 | $20,204 | $29,716-32.0% | $56,077-64.0% | $80,925-75.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | -2.46% | 35.30%-37.8pp | 1709.28%-1711.7pp | 35.65%-38.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,167 | $1,228-5.0% | $1,954-40.3% | $4,299-72.8% |
| Admin fee / account holder | $2,657 | $2,432+9.2% | $2,825-6.0% | $6,940-61.7% |