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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 | $126,659 | $102,385+23.7% | $147,080-13.9% | $80,935+56.5% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.0pp | 67.7%-36.5pp |
| Annual return | 11.55% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,048 | $3,717-71.8% | $4,933-78.8% | $2,757-62.0% |
| Participant deferral / active EE | $2,641 | $6,651-60.3% | $8,066-67.3% | $4,299-38.6% |
| Admin fee / account holder | $5,198 | $7,951-34.6% | $12,989-60.0% | $6,924-24.9% |