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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 | $229,057 | $29,736+670.3% | $56,033+308.8% | $80,935+183.0% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 7.75% | 35.28%-27.5pp | 1711.38%-1703.6pp | 35.66%-27.9pp |
| Employer contribution / active EE | $319 | $671-52.6% | $1,041-69.4% | $2,757-88.4% |
| Participant deferral / active EE | $3,980 | $1,228+224.0% | $1,954+103.7% | $4,299-7.4% |
| Admin fee / account holder | $8,628 | $2,434+254.5% | $2,827+205.2% | $6,924+24.6% |