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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 | $15,528 | $49,164-68.4% | $121,169-87.2% | $75,181-79.3% |
| Participation rate | 15.2% | 55.4%-40.3pp | 69.5%-54.4pp | 67.2%-52.0pp |
| Annual return | -21.50% | 56.03%-77.5pp | 986.71%-1008.2pp | 160.69%-182.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,485 | $2,628-43.5% | $4,083-63.6% | $4,126-64.0% |
| Admin fee / account holder | $3,751 | $3,942-4.8% | $5,645-33.6% | $5,650-33.6% |