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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 | $178,595 | $27,936+539.3% | $58,561+205.0% | $75,173+137.6% |
| Participation rate | 17.4% | 38.8%-21.5pp | 50.9%-33.5pp | 67.2%-49.8pp |
| Annual return | 14.54% | 44.21%-29.7pp | 4251.33%-4236.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $466 | $670-30.4% | $1,053-55.8% | $2,671-82.6% |
| Participant deferral / active EE | $1,461 | $1,202+21.6% | $1,923-24.0% | $4,126-64.6% |
| Admin fee / account holder | $4,639 | $1,727+168.6% | $2,520+84.0% | $5,651-17.9% |