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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 | $102,171 | $102,696-0.5% | $86,235+18.5% | $139,487-26.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -2.33% | 1925.91%-1928.2pp | 1170.03%-1172.4pp | 373.84%-376.2pp |
| Employer contribution / active EE | $2,841 | $3,034-6.4% | $2,381+19.3% | $4,755-40.3% |
| Participant deferral / active EE | $7,460 | $4,679+59.4% | $3,987+87.1% | $6,713+11.1% |
| Admin fee / account holder | $572 | $8,667-93.4% | $6,856-91.7% | $11,407-95.0% |