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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 | $154,932 | $106,003+46.2% | $92,236+68.0% | $147,585+5.0% |
| Participation rate | 38.5% | 80.4%-42.0pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | -2.13% | 50.05%-52.2pp | 176.29%-178.4pp | 578.57%-580.7pp |
| Employer contribution / active EE | $1,271 | $4,333-70.7% | $3,679-65.5% | $4,876-73.9% |
| Participant deferral / active EE | $4,140 | $4,478-7.6% | $3,897+6.2% | $5,439-23.9% |
| Admin fee / account holder | $2,461 | $6,333-61.1% | $5,194-52.6% | $10,885-77.4% |