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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 | $138,315 | $138,102+0.2% | $125,381+10.3% | $134,532+2.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.29% | 750.73%-778.0pp | 572.31%-599.6pp | 418.27%-445.6pp |
| Employer contribution / active EE | $3,146 | $5,245-40.0% | $4,815-34.7% | $4,741-33.6% |
| Participant deferral / active EE | $10,733 | $7,801+37.6% | $7,448+44.1% | $6,401+67.7% |
| Admin fee / account holder | $1,499 | $11,568-87.0% | $10,007-85.0% | $11,429-86.9% |