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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 | $15,191 | $138,102-89.0% | $125,381-87.9% | $134,532-88.7% |
| Participation rate | 34.8% | 84.5%-49.7pp | 82.4%-47.6pp | 81.2%-46.4pp |
| Annual return | -34.82% | 750.73%-785.5pp | 572.31%-607.1pp | 418.27%-453.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,808 | $7,801-51.2% | $7,448-48.9% | $6,401-40.5% |
| Admin fee / account holder | $1,699 | $11,568-85.3% | $10,007-83.0% | $11,429-85.1% |