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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 | $76,522+192.0% | $56,033+298.7% | $145,884+53.2% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 3.35% | 3014.28%-3010.9pp | 1711.38%-1708.0pp | 551.85%-548.5pp |
| Employer contribution / active EE | $751 | $1,382-45.7% | $1,041-27.8% | $4,662-83.9% |
| Participant deferral / active EE | $2,249 | $2,624-14.3% | $1,954+15.1% | $6,690-66.4% |
| Admin fee / account holder | $6,187 | $3,328+85.9% | $2,827+118.8% | $13,392-53.8% |