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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 | $242,933 | $183,978+32.0% | $162,171+49.8% | $152,885+58.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 0.13% | 150.78%-150.7pp | 115.60%-115.5pp | 345.39%-345.3pp |
| Employer contribution / active EE | $1,693 | $6,370-73.4% | $5,613-69.8% | $4,763-64.5% |
| Participant deferral / active EE | $8,770 | $8,033+9.2% | $7,297+20.2% | $5,851+49.9% |
| Admin fee / account holder | $4,423 | $13,122-66.3% | $10,843-59.2% | $11,598-61.9% |