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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 | $157,039 | $150,447+4.4% | $136,298+15.2% | $147,586+6.4% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 9.95% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $11,077 | $5,256+110.7% | $4,696+135.9% | $4,876+127.2% |
| Participant deferral / active EE | $9,244 | $6,631+39.4% | $6,247+48.0% | $5,439+70.0% |
| Admin fee / account holder | $730 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |