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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 | $110,497 | $92,743+19.1% | $82,744+33.5% | $134,532-17.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.62% | 946.63%-968.3pp | 702.22%-723.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,288 | $3,273-30.1% | $3,008-23.9% | $4,741-51.7% |
| Participant deferral / active EE | $3,638 | $4,802-24.2% | $4,395-17.2% | $6,401-43.2% |
| Admin fee / account holder | $47,707 | $5,977+698.1% | $5,325+795.9% | $11,429+317.4% |