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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 | $149,563 | $27,936+435.4% | $58,561+155.4% | $75,173+99.0% |
| Participation rate | 19.4% | 38.8%-19.5pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 12.81% | 44.21%-31.4pp | 4251.33%-4238.5pp | 160.72%-147.9pp |
| Employer contribution / active EE | $651 | $670-2.8% | $1,053-38.2% | $2,671-75.6% |
| Participant deferral / active EE | $1,346 | $1,202+12.0% | $1,923-30.0% | $4,126-67.4% |
| Admin fee / account holder | $7,573 | $1,727+338.6% | $2,520+200.5% | $5,651+34.0% |