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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 | $80,848 | $160,059-49.5% | $140,019-42.3% | $135,379-40.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -10.34% | 911.44%-921.8pp | 651.15%-661.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $3,744 | $6,420-41.7% | $5,605-33.2% | $4,779-21.7% |
| Participant deferral / active EE | $7,207 | $7,641-5.7% | $6,927+4.0% | $5,609+28.5% |
| Admin fee / account holder | $339 | $13,328-97.5% | $10,705-96.8% | $10,828-96.9% |