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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 | $135,846 | $88,815+53.0% | $81,882+65.9% | $145,897-6.9% |
| Participation rate | 60.9% | 75.1%-14.2pp | 72.4%-11.5pp | 80.3%-19.4pp |
| Annual return | -3.31% | 1033.75%-1037.1pp | 779.47%-782.8pp | 552.29%-555.6pp |
| Employer contribution / active EE | $8,608 | $3,086+178.9% | $2,916+195.2% | $4,663+84.6% |
| Participant deferral / active EE | $5,008 | $4,647+7.8% | $4,323+15.8% | $6,689-25.1% |
| Admin fee / account holder | $14,992 | $8,434+77.8% | $7,360+103.7% | $13,390+12.0% |