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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 | $105,289 | $138,078-23.7% | $125,363-16.0% | $134,509-21.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.30% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,897 | $5,245-44.8% | $4,815-39.8% | $4,741-38.9% |
| Participant deferral / active EE | $4,240 | $7,800-45.6% | $7,447-43.1% | $6,400-33.8% |
| Admin fee / account holder | $1,124 | $11,566-90.3% | $10,005-88.8% | $11,427-90.2% |