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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 | $131,447 | $138,102-4.8% | $125,381+4.8% | $134,532-2.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -29.67% | 750.73%-780.4pp | 572.31%-602.0pp | 418.27%-447.9pp |
| Employer contribution / active EE | $1,458 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,955 | $11,568-83.1% | $10,007-80.5% | $11,429-82.9% |