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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 | $224,244 | $180,466+24.3% | $154,114+45.5% | $135,382+65.6% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -10.14% | 888.15%-898.3pp | 735.16%-745.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $11,207 | $6,035+85.7% | $5,298+111.5% | $4,779+134.5% |
| Participant deferral / active EE | $3,864 | $5,806-33.5% | $5,081-24.0% | $5,609-31.1% |
| Admin fee / account holder | $2,569 | $16,144-84.1% | $13,411-80.8% | $10,829-76.3% |