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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 | $178,968 | $111,878+60.0% | $93,727+90.9% | $145,897+22.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -1.38% | 204.28%-205.7pp | 133.83%-135.2pp | 552.29%-553.7pp |
| Employer contribution / active EE | $1,824 | $3,092-41.0% | $2,421-24.7% | $4,663-60.9% |
| Participant deferral / active EE | $3,119 | $4,920-36.6% | $4,417-29.4% | $6,689-53.4% |
| Admin fee / account holder | $1,201 | $10,256-88.3% | $8,292-85.5% | $13,390-91.0% |