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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 | $102,713 | $27,924+267.8% | $58,544+75.4% | $75,181+36.6% |
| Participation rate | 5.3% | 38.8%-33.5pp | 50.9%-45.5pp | 67.2%-61.9pp |
| Annual return | 10.21% | 44.20%-34.0pp | 4249.56%-4239.4pp | 160.69%-150.5pp |
| Employer contribution / active EE | $174 | $669-74.0% | $1,053-83.5% | $2,671-93.5% |
| Participant deferral / active EE | $532 | $1,202-55.7% | $1,923-72.3% | $4,126-87.1% |
| Admin fee / account holder | $63,300 | $1,726+3567.0% | $2,520+2412.2% | $5,650+1020.4% |