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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 | $152,439 | $80,812+88.6% | $160,784-5.2% | $82,448+84.9% |
| Participation rate | 48.3% | 66.2%-18.0pp | 77.0%-28.7pp | 68.1%-19.8pp |
| Annual return | 12.45% | 100.59%-88.1pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,002 | $2,174-53.9% | $3,733-73.2% | $2,551-60.7% |
| Participant deferral / active EE | $2,158 | $4,335-50.2% | $6,293-65.7% | $4,139-47.9% |
| Admin fee / account holder | $20,872 | $7,695+171.2% | $9,717+114.8% | $7,234+188.5% |