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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 | $183,539-8.4% | $155,556+8.1% | $145,897+15.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -0.37% | 61.31%-61.7pp | 64.84%-65.2pp | 552.29%-552.7pp |
| Employer contribution / active EE | $8,977 | $5,315+68.9% | $4,675+92.0% | $4,663+92.5% |
| Participant deferral / active EE | $7,379 | $6,467+14.1% | $5,631+31.1% | $6,689+10.3% |
| Admin fee / account holder | $864 | $19,275-95.5% | $15,885-94.6% | $13,390-93.5% |