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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 | $14,209 | $27,936-49.1% | $58,561-75.7% | $75,173-81.1% |
| Participation rate | 6.1% | 38.8%-32.8pp | 50.9%-44.8pp | 67.2%-61.1pp |
| Annual return | -56.96% | 44.21%-101.2pp | 4251.33%-4308.3pp | 160.72%-217.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $678 | $1,202-43.6% | $1,923-64.8% | $4,126-83.6% |
| Admin fee / account holder | $5,232 | $1,727+203.0% | $2,520+107.6% | $5,651-7.4% |