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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 | $149,325 | $29,733+402.2% | $56,025+166.5% | $80,959+84.4% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.6pp |
| Annual return | 9.41% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $248 | $672-63.2% | $1,042-76.2% | $2,757-91.0% |
| Participant deferral / active EE | $535 | $1,229-56.5% | $1,955-72.6% | $4,300-87.6% |
| Admin fee / account holder | $4,554 | $2,434+87.1% | $2,828+61.0% | $6,925-34.2% |