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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 | $102,556 | $149,741-31.5% | $118,914-13.8% | $158,982-35.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | -6.00% | 19.94%-25.9pp | 35.89%-41.9pp | 302.99%-309.0pp |
| Employer contribution / active EE | $2,172 | $4,119-47.3% | $3,264-33.5% | $4,763-54.4% |
| Participant deferral / active EE | $5,541 | $5,226+6.0% | $4,266+29.9% | $5,983-7.4% |
| Admin fee / account holder | $880 | $8,607-89.8% | $6,582-86.6% | $11,252-92.2% |