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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 | $37,891 | $90,590-58.2% | $90,782-58.3% | $135,379-72.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -12.79% | -3.40%-9.4pp | -3.42%-9.4pp | 519.79%-532.6pp |
| Employer contribution / active EE | $3,610 | $4,352-17.1% | $4,105-12.1% | $4,779-24.5% |
| Participant deferral / active EE | $12,186 | $5,407+125.4% | $5,366+127.1% | $5,609+117.3% |
| Admin fee / account holder | $2,406 | $7,683-68.7% | $5,908-59.3% | $10,828-77.8% |