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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 | $150,203 | $180,459-16.8% | $154,108-2.5% | $135,380+10.9% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -9.17% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,079 | $6,035-65.5% | $5,298-60.7% | $4,779-56.5% |
| Participant deferral / active EE | $8,493 | $5,806+46.3% | $5,081+67.2% | $5,609+51.4% |
| Admin fee / account holder | $1,458 | $16,145-91.0% | $13,411-89.1% | $10,828-86.5% |