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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 | $51,384 | $76,522-32.9% | $56,033-8.3% | $145,884-64.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | -9.38% | 3014.28%-3023.7pp | 1711.38%-1720.8pp | 551.85%-561.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,359 | $2,624+104.2% | $1,954+174.3% | $6,690-19.9% |
| Admin fee / account holder | $8,811 | $3,328+164.7% | $2,827+211.7% | $13,392-34.2% |