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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 | $37,492 | $180,466-79.2% | $154,114-75.7% | $135,382-72.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -10.47% | 888.15%-898.6pp | 735.16%-745.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $8,166 | $6,035+35.3% | $5,298+54.1% | $4,779+70.9% |
| Participant deferral / active EE | $3,411 | $5,806-41.2% | $5,081-32.9% | $5,609-39.2% |
| Admin fee / account holder | $3,178 | $16,144-80.3% | $13,411-76.3% | $10,829-70.7% |