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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 | $144,133 | $102,385+40.8% | $147,080-2.0% | $80,935+78.1% |
| Participation rate | 28.1% | 75.9%-47.8pp | 82.2%-54.1pp | 67.7%-39.6pp |
| Annual return | 10.90% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,206 | $3,717-67.6% | $4,933-75.6% | $2,757-56.3% |
| Participant deferral / active EE | $2,931 | $6,651-55.9% | $8,066-63.7% | $4,299-31.8% |
| Admin fee / account holder | $1,618 | $7,951-79.6% | $12,989-87.5% | $6,924-76.6% |