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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 | $169,336-93.6% | $129,384-91.6% | $145,884-92.6% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.6%-28.0pp | 80.3%-38.6pp |
| Annual return | -27.89% | 14408.70%-14436.6pp | 9461.77%-9489.7pp | 551.85%-579.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,691 | $4,985-66.1% | $4,166-59.4% | $6,690-74.7% |
| Admin fee / account holder | $4,294 | $9,912-56.7% | $7,686-44.1% | $13,392-67.9% |