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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 | $127,464 | $160,059-20.4% | $140,019-9.0% | $135,379-5.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.82% | 911.44%-921.3pp | 651.15%-661.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,025 | $6,420-68.5% | $5,605-63.9% | $4,779-57.6% |
| Participant deferral / active EE | $9,448 | $7,641+23.6% | $6,927+36.4% | $5,609+68.4% |
| Admin fee / account holder | $2,355 | $13,328-82.3% | $10,705-78.0% | $10,828-78.3% |