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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 | $123,371 | $106,549+15.8% | $91,225+35.2% | $134,509-8.3% |
| Participation rate | 69.6% | 76.8%-7.2pp | 73.2%-3.6pp | 81.2%-11.7pp |
| Annual return | -21.33% | 160.73%-182.1pp | 114.10%-135.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $4,069 | $3,331+22.1% | $2,851+42.7% | $4,741-14.2% |
| Participant deferral / active EE | $7,391 | $4,719+56.6% | $4,234+74.6% | $6,400+15.5% |
| Admin fee / account holder | $1,702 | $6,234-72.7% | $5,422-68.6% | $11,427-85.1% |