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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 | $99,508 | $92,743+7.3% | $82,744+20.3% | $134,532-26.0% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -37.87% | 946.63%-984.5pp | 702.22%-740.1pp | 418.27%-456.1pp |
| Employer contribution / active EE | $3,206 | $3,273-2.0% | $3,008+6.6% | $4,741-32.4% |
| Participant deferral / active EE | $7,571 | $4,802+57.7% | $4,395+72.3% | $6,401+18.3% |
| Admin fee / account holder | $2,046 | $5,977-65.8% | $5,325-61.6% | $11,429-82.1% |