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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 | $194,525 | $27,924+596.6% | $58,544+232.3% | $75,181+158.7% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 1.31% | 44.20%-42.9pp | 4249.56%-4248.3pp | 160.69%-159.4pp |
| Employer contribution / active EE | $159 | $669-76.2% | $1,053-84.9% | $2,671-94.0% |
| Participant deferral / active EE | $418 | $1,202-65.2% | $1,923-78.3% | $4,126-89.9% |
| Admin fee / account holder | $4,323 | $1,726+150.4% | $2,520+71.6% | $5,650-23.5% |