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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 | $138,689 | $93,124+48.9% | $77,100+79.9% | $134,545+3.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -24.68% | 62.68%-87.4pp | 42.35%-67.0pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,127 | $3,421-67.1% | $2,815-60.0% | $4,742-76.2% |
| Participant deferral / active EE | $3,431 | $5,242-34.6% | $4,430-22.6% | $6,401-46.4% |
| Admin fee / account holder | $150,053 | $6,970+2052.9% | $5,443+2656.6% | $11,431+1212.7% |