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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 | $237,677 | $176,688+34.5% | $130,660+81.9% | $152,909+55.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | -2.34% | 2693.08%-2695.4pp | 1709.29%-1711.6pp | 345.46%-347.8pp |
| Employer contribution / active EE | $181 | $5,743-96.8% | $4,092-95.6% | $4,764-96.2% |
| Participant deferral / active EE | $555 | $4,362-87.3% | $3,603-84.6% | $5,851-90.5% |
| Admin fee / account holder | $40,864 | $7,131+473.1% | $5,463+648.0% | $11,601+252.3% |