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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 | $152,559 | $160,059-4.7% | $140,019+9.0% | $135,380+12.7% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | -10.79% | 911.48%-922.3pp | 651.17%-662.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,124 | $6,420-66.9% | $5,605-62.1% | $4,779-55.6% |
| Participant deferral / active EE | $4,794 | $7,641-37.3% | $6,927-30.8% | $5,609-14.5% |
| Admin fee / account holder | $21,665 | $13,328+62.5% | $10,705+102.4% | $10,828+100.1% |