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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 | $191,896 | $138,078+39.0% | $125,363+53.1% | $134,509+42.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.30% | 750.49%-776.8pp | 572.15%-598.4pp | 418.13%-444.4pp |
| Employer contribution / active EE | $1,437 | $5,245-72.6% | $4,815-70.2% | $4,741-69.7% |
| Participant deferral / active EE | $9,765 | $7,800+25.2% | $7,447+31.1% | $6,400+52.6% |
| Admin fee / account holder | $5,018 | $11,566-56.6% | $10,005-49.9% | $11,427-56.1% |