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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 | $25,849 | $100,911-74.4% | $90,440-71.4% | $158,966-83.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -6.17% | 1726.62%-1732.8pp | 1294.38%-1300.5pp | 302.95%-309.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,856 | $4,348+34.7% | $3,964+47.7% | $5,983-2.1% |
| Admin fee / account holder | $3,544 | $6,507-45.5% | $5,615-36.9% | $11,250-68.5% |