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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 | $72,179 | $102,393-29.5% | $147,041-50.9% | $80,911-10.8% |
| Participation rate | 31.5% | 75.9%-44.4pp | 82.2%-50.7pp | 67.6%-36.2pp |
| Annual return | 10.20% | 134.95%-124.8pp | 419.21%-409.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,918 | $3,715-48.4% | $4,935-61.1% | $2,756-30.4% |
| Participant deferral / active EE | $4,298 | $6,647-35.3% | $8,071-46.8% | $4,2970% |
| Admin fee / account holder | $6,418 | $7,943-19.2% | $13,006-50.7% | $6,935-7.4% |