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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 | $202,800 | $202,342+0.2% | $172,752+17.4% | $152,897+32.6% |
| Participation rate | 7.7% | 87.1%-79.4pp | 82.6%-75.0pp | 82.5%-74.8pp |
| Annual return | -52.10% | 1029.83%-1081.9pp | 802.97%-855.1pp | 345.43%-397.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $220,613 | $17,111+1189.3% | $13,955+1480.9% | $11,599+1801.9% |