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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 | $168,094 | $183,592-8.4% | $155,567+8.1% | $145,959+15.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -0.37% | 61.24%-61.6pp | 64.74%-65.1pp | 561.95%-562.3pp |
| Employer contribution / active EE | $8,977 | $5,315+68.9% | $4,674+92.1% | $4,661+92.6% |
| Participant deferral / active EE | $7,379 | $6,464+14.2% | $5,628+31.1% | $6,689+10.3% |
| Admin fee / account holder | $864 | $19,318-95.5% | $15,916-94.6% | $13,398-93.6% |