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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 | $191,582 | $92,684+106.7% | $82,706+131.6% | $134,509+42.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.93% | 945.84%-969.8pp | 701.76%-725.7pp | 418.13%-442.1pp |
| Employer contribution / active EE | $18,973 | $3,272+479.9% | $3,007+530.8% | $4,741+300.2% |
| Participant deferral / active EE | $10,250 | $4,800+113.5% | $4,394+133.3% | $6,400+60.1% |
| Admin fee / account holder | $5,717 | $5,982-4.4% | $5,329+7.3% | $11,427-50.0% |