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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 | $196,191 | $72,446+170.8% | $67,561+190.4% | $145,877+34.5% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 4.05% | 7211.98%-7207.9pp | 3525.44%-3521.4pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,934 | $4,785+3.1% | $4,003+23.3% | $6,691-26.2% |
| Admin fee / account holder | $2,374 | $5,541-57.2% | $4,006-40.7% | $13,402-82.3% |