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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 | $10,855 | $169,356-93.6% | $129,406-91.6% | $145,897-92.6% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.6%-28.0pp | 80.3%-38.6pp |
| Annual return | -27.89% | 14418.62%-14446.5pp | 9468.18%-9496.1pp | 552.29%-580.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,691 | $4,987-66.1% | $4,167-59.4% | $6,689-74.7% |
| Admin fee / account holder | $4,294 | $9,915-56.7% | $7,689-44.2% | $13,390-67.9% |