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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 | $99,878 | $88,754+12.5% | $81,820+22.1% | $145,877-31.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -2.74% | 1031.77%-1034.5pp | 777.93%-780.7pp | 551.28%-554.0pp |
| Employer contribution / active EE | $2,247 | $3,085-27.2% | $2,915-22.9% | $4,663-51.8% |
| Participant deferral / active EE | $8,054 | $4,648+73.3% | $4,323+86.3% | $6,691+20.4% |
| Admin fee / account holder | $726 | $8,424-91.4% | $7,391-90.2% | $13,402-94.6% |