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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 | $189,863 | $90,489+109.8% | $76,051+149.7% | $145,978+30.1% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.1%-21.5pp | 80.3%-32.7pp |
| Annual return | 7.38% | 622.78%-615.4pp | 360.42%-353.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,220 | $5,164-18.3% | $4,257-0.9% | $6,690-36.9% |
| Admin fee / account holder | $68,675 | $8,374+720.1% | $6,416+970.3% | $13,400+412.5% |