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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 | $178,865 | $190,916-6.3% | $160,037+11.8% | $134,545+32.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.22% | 552.79%-574.0pp | 408.95%-430.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $5,986 | $4,996+19.8% | $4,226+41.7% | $4,742+26.3% |
| Participant deferral / active EE | $4,791 | $6,925-30.8% | $6,184-22.5% | $6,401-25.2% |
| Admin fee / account holder | $4,953 | $10,497-52.8% | $8,716-43.2% | $11,431-56.7% |