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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 | $145,821 | $150,447-3.1% | $136,298+7.0% | $147,586-1.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | -58.24% | 1049.15%-1107.4pp | 5156.27%-5214.5pp | 578.59%-636.8pp |
| Employer contribution / active EE | $4,983 | $5,256-5.2% | $4,696+6.1% | $4,876+2.2% |
| Participant deferral / active EE | $8,999 | $6,631+35.7% | $6,247+44.0% | $5,439+65.5% |
| Admin fee / account holder | $3,204 | $10,906-70.6% | $9,244-65.3% | $10,886-70.6% |