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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 | $44,129 | $169,336-73.9% | $129,384-65.9% | $145,884-69.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | -20.43% | 14408.70%-14429.1pp | 9461.77%-9482.2pp | 551.85%-572.3pp |
| Employer contribution / active EE | $12,401 | $5,540+123.9% | $4,153+198.6% | $4,662+166.0% |
| Participant deferral / active EE | $6,154 | $4,985+23.5% | $4,166+47.7% | $6,690-8.0% |
| Admin fee / account holder | $10,019 | $9,912+1.1% | $7,686+30.4% | $13,392-25.2% |