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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 | $134,405 | $138,102-2.7% | $125,381+7.2% | $134,532-0.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.25% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $15,283 | $5,245+191.4% | $4,815+217.4% | $4,741+222.4% |
| Participant deferral / active EE | $9,343 | $7,801+19.8% | $7,448+25.4% | $6,401+46.0% |
| Admin fee / account holder | $4,000 | $11,568-65.4% | $10,007-60.0% | $11,429-65.0% |