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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 | $222,602 | $138,102+61.2% | $125,381+77.5% | $134,532+65.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.61% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,265 | $5,245-56.8% | $4,815-53.0% | $4,741-52.2% |
| Participant deferral / active EE | $4,767 | $7,801-38.9% | $7,448-36.0% | $6,401-25.5% |
| Admin fee / account holder | $9,726 | $11,568-15.9% | $10,007-2.8% | $11,429-14.9% |