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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 | $188,050 | $49,199+282.2% | $121,210+55.1% | $75,177+150.1% |
| Participation rate | 10.0% | 55.4%-45.4pp | 69.5%-59.5pp | 67.2%-57.2pp |
| Annual return | 11.58% | 56.04%-44.5pp | 987.41%-975.8pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,007 | $2,630-61.7% | $4,084-75.3% | $4,126-75.6% |
| Admin fee / account holder | $9,250 | $3,946+134.4% | $5,647+63.8% | $5,651+63.7% |