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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 | $249,463 | $150,442+65.8% | $136,295+83.0% | $147,585+69.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 8.83% | 1049.09%-1040.3pp | 5155.97%-5147.1pp | 578.56%-569.7pp |
| Employer contribution / active EE | $2,225 | $5,256-57.7% | $4,695-52.6% | $4,876-54.4% |
| Participant deferral / active EE | $8,220 | $6,630+24.0% | $6,247+31.6% | $5,439+51.1% |
| Admin fee / account holder | $19,559 | $10,905+79.4% | $9,243+111.6% | $10,885+79.7% |