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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 | $100,333 | $99,668+0.7% | $86,451+16.1% | $134,545-25.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -34.72% | 6789.61%-6824.3pp | 4398.51%-4433.2pp | 418.37%-453.1pp |
| Employer contribution / active EE | $11,796 | $4,403+167.9% | $3,770+212.9% | $4,742+148.8% |
| Participant deferral / active EE | $16,073 | $7,249+121.7% | $6,953+131.2% | $6,401+151.1% |
| Admin fee / account holder | $12,745 | $8,377+52.1% | $6,734+89.2% | $11,431+11.5% |