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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 | $164,595 | $138,102+19.2% | $125,381+31.3% | $134,532+22.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.91% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $16,986 | $5,245+223.8% | $4,815+252.8% | $4,741+258.3% |
| Participant deferral / active EE | $18,000 | $7,801+130.8% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $800 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |