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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 | $27,250 | $96,388-71.7% | $80,627-66.2% | $139,466-80.5% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | -15.21% | 1352.08%-1367.3pp | 936.76%-952.0pp | 373.66%-388.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,417 | $5,224+61.1% | $4,443+89.5% | $6,712+25.4% |
| Admin fee / account holder | $6,576 | $6,603-0.4% | $5,381+22.2% | $11,409-42.4% |