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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 | $175,063 | $168,635+3.8% | $147,617+18.6% | $125,389+39.6% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | -3.89% | 77.65%-81.5pp | 61.98%-65.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $22,341 | $6,252+257.3% | $5,564+301.5% | $4,866+359.1% |
| Participant deferral / active EE | $13,750 | $5,507+149.7% | $4,895+180.9% | $5,352+156.9% |
| Admin fee / account holder | $19,949 | $13,580+46.9% | $11,612+71.8% | $9,541+109.1% |