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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 | $191,565 | $138,078+38.7% | $125,363+52.8% | $134,509+42.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.43% | 750.49%-772.9pp | 572.15%-594.6pp | 418.13%-440.6pp |
| Employer contribution / active EE | $3,440 | $5,245-34.4% | $4,815-28.6% | $4,741-27.4% |
| Participant deferral / active EE | $15,309 | $7,800+96.3% | $7,447+105.6% | $6,400+139.2% |
| Admin fee / account holder | $3,426 | $11,566-70.4% | $10,005-65.8% | $11,427-70.0% |