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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 | $103,597 | $138,076-25.0% | $123,553-16.2% | $135,380-23.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -29.81% | 153.70%-183.5pp | 119.21%-149.0pp | 519.81%-549.6pp |
| Employer contribution / active EE | $12,207 | $5,152+137.0% | $4,628+163.8% | $4,779+155.4% |
| Participant deferral / active EE | $8,000 | $6,800+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $737 | $10,917-93.2% | $9,284-92.1% | $10,828-93.2% |