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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 | $206,062 | $138,102+49.2% | $125,381+64.3% | $134,532+53.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.07% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $26,052 | $5,245+396.7% | $4,815+441.0% | $4,741+449.5% |
| Participant deferral / active EE | $13,954 | $7,801+78.9% | $7,448+87.4% | $6,401+118.0% |
| Admin fee / account holder | $1,533 | $11,568-86.8% | $10,007-84.7% | $11,429-86.6% |