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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 | $216,002 | $176,688+22.3% | $130,660+65.3% | $152,897+41.3% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.5%-68.2pp |
| Annual return | 0.05% | 2693.08%-2693.0pp | 1709.29%-1709.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $720 | $5,743-87.5% | $4,092-82.4% | $4,764-84.9% |
| Participant deferral / active EE | $3,138 | $4,362-28.1% | $3,603-12.9% | $5,851-46.4% |
| Admin fee / account holder | $424 | $7,131-94.1% | $5,463-92.2% | $11,599-96.3% |