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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 | $7,960 | $49,896-84.0% | $80,627-90.1% | $75,173-89.4% |
| Participation rate | 20.7% | 55.3%-34.6pp | 67.0%-46.3pp | 67.2%-46.5pp |
| Annual return | -83.76% | 34.67%-118.4pp | 936.76%-1020.5pp | 160.72%-244.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,602 | $2,992-46.4% | $4,443-63.9% | $4,126-61.2% |
| Admin fee / account holder | $3,752 | $3,578+4.9% | $5,381-30.3% | $5,651-33.6% |