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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 | $120,241 | $68,097+76.6% | $62,929+91.1% | $137,256-12.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | -12.64% | 1859.11%-1871.8pp | 1063.93%-1076.6pp | 220.34%-233.0pp |
| Employer contribution / active EE | $1,383 | $2,811-50.8% | $2,505-44.8% | $4,156-66.7% |
| Participant deferral / active EE | $19,583 | $4,553+330.2% | $3,888+403.7% | $6,407+205.7% |
| Admin fee / account holder | $30,549 | $6,521+368.4% | $5,065+503.2% | $12,270+149.0% |