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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 | $143,901 | $180,462-20.3% | $154,111-6.6% | $135,379+6.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.18% | 888.17%-897.4pp | 735.18%-744.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,730 | $6,036-71.3% | $5,298-67.3% | $4,779-63.8% |
| Participant deferral / active EE | $8,073 | $5,806+39.0% | $5,081+58.9% | $5,609+43.9% |
| Admin fee / account holder | $1,651 | $16,145-89.8% | $13,411-87.7% | $10,828-84.8% |