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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 | $100,251 | $138,102-27.4% | $125,381-20.0% | $134,532-25.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.31% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.6pp |
| Employer contribution / active EE | $6,458 | $5,245+23.1% | $4,815+34.1% | $4,741+36.2% |
| Participant deferral / active EE | $6,893 | $7,801-11.6% | $7,448-7.5% | $6,401+7.7% |
| Admin fee / account holder | $1,693 | $11,568-85.4% | $10,007-83.1% | $11,429-85.2% |