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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 | $128,137 | $112,935+13.5% | $90,970+40.9% | $158,966-19.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | -0.61% | 215.79%-216.4pp | 134.58%-135.2pp | 302.95%-303.6pp |
| Employer contribution / active EE | $50,896 | $2,895+1658.4% | $2,122+2298.0% | $4,762+968.7% |
| Participant deferral / active EE | $6,500 | $4,129+57.4% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $3,067 | $8,045-61.9% | $5,960-48.5% | $11,250-72.7% |