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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 | $171,479 | $138,078+24.2% | $125,363+36.8% | $134,509+27.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -20.86% | 750.49%-771.3pp | 572.15%-593.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $2,810 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $6,648 | $7,800-14.8% | $7,447-10.7% | $6,400+3.9% |
| Admin fee / account holder | $2,285 | $11,566-80.2% | $10,005-77.2% | $11,427-80.0% |