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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 | $159,829 | $29,736+437.5% | $56,033+185.2% | $80,935+97.5% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 4.80% | 35.28%-30.5pp | 1711.38%-1706.6pp | 35.66%-30.9pp |
| Employer contribution / active EE | $158 | $671-76.4% | $1,041-84.8% | $2,757-94.3% |
| Participant deferral / active EE | $930 | $1,228-24.3% | $1,954-52.4% | $4,299-78.4% |
| Admin fee / account holder | $5,191 | $2,434+113.3% | $2,827+83.6% | $6,924-25.0% |