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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 | $8,019 | $96,678-91.7% | $86,640-90.7% | $139,466-94.3% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | -0.12% | 106.69%-106.8pp | 592.52%-592.6pp | 373.66%-373.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,770 | $4,837-63.4% | $4,438-60.1% | $6,712-73.6% |
| Admin fee / account holder | $1,639 | $6,410-74.4% | $5,616-70.8% | $11,409-85.6% |