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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 | $35,154 | $127,386-72.4% | $115,037-69.4% | $125,388-72.0% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -6.63% | 31.28%-37.9pp | 26.14%-32.8pp | 282.24%-288.9pp |
| Employer contribution / active EE | $2,333 | $5,166-54.8% | $4,608-49.4% | $4,866-52.1% |
| Participant deferral / active EE | $6,065 | $6,423-5.6% | $6,026+0.6% | $5,352+13.3% |
| Admin fee / account holder | $374 | $9,516-96.1% | $8,175-95.4% | $9,541-96.1% |