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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 | $71,159 | $72,404-1.7% | $110,243-35.5% | $64,173+10.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -7.97% | -6.29%-1.7pp | 314.76%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,329 | $2,282+2.1% | $3,827-39.1% | $2,381-2.2% |
| Participant deferral / active EE | $4,438 | $3,469+27.9% | $4,672-5.0% | $3,470+27.9% |
| Admin fee / account holder | $788 | $5,664-86.1% | $8,548-90.8% | $4,887-83.9% |