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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 | $168,286 | $60,128+179.9% | $90,440+86.1% | $79,852+110.7% |
| Participation rate | 36.0% | 65.0%-29.0pp | 72.7%-36.7pp | 69.6%-33.6pp |
| Annual return | 9.94% | 71.95%-62.0pp | 1294.38%-1284.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $557 | $2,068-73.1% | $3,263-82.9% | $2,471-77.5% |
| Participant deferral / active EE | $2,683 | $2,939-8.7% | $3,964-32.3% | $3,740-28.3% |
| Admin fee / account holder | $16,071 | $3,977+304.1% | $5,615+186.2% | $5,306+202.9% |