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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 | $149,445 | $138,102+8.2% | $125,381+19.2% | $134,532+11.1% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -23.65% | 750.73%-774.4pp | 572.31%-596.0pp | 418.27%-441.9pp |
| Employer contribution / active EE | $4,001 | $5,245-23.7% | $4,815-16.9% | $4,741-15.6% |
| Participant deferral / active EE | $7,985 | $7,801+2.4% | $7,448+7.2% | $6,401+24.7% |
| Admin fee / account holder | $11,507 | $11,568-0.5% | $10,007+15.0% | $11,429+0.7% |