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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 | $20,465 | $90,489-77.4% | $76,051-73.1% | $145,978-86.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | -58.92% | 622.78%-681.7pp | 360.42%-419.3pp | 550.52%-609.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,234 | $5,164+78.8% | $4,257+116.9% | $6,690+38.0% |
| Admin fee / account holder | $4,673 | $8,374-44.2% | $6,416-27.2% | $13,400-65.1% |