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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 | $207,941 | $197,625+5.2% | $177,840+16.9% | $158,966+30.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -5.01% | 58.76%-63.8pp | 48.32%-53.3pp | 302.95%-308.0pp |
| Employer contribution / active EE | $6,625 | $6,698-1.1% | $5,919+11.9% | $4,762+39.1% |
| Participant deferral / active EE | $17,050 | $8,405+102.9% | $7,714+121.0% | $5,983+185.0% |
| Admin fee / account holder | $1,877 | $15,405-87.8% | $12,431-84.9% | $11,250-83.3% |