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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 | $223,421 | $76,519+192.0% | $56,025+298.8% | $145,897+53.1% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 3.35% | 3017.03%-3013.7pp | 1712.69%-1709.3pp | 552.29%-548.9pp |
| Employer contribution / active EE | $751 | $1,383-45.7% | $1,042-27.9% | $4,663-83.9% |
| Participant deferral / active EE | $2,249 | $2,624-14.3% | $1,955+15.1% | $6,689-66.4% |
| Admin fee / account holder | $6,187 | $3,331+85.7% | $2,828+118.7% | $13,390-53.8% |