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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 | $82,767 | $127,387-35.0% | $115,038-28.1% | $125,389-34.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.78% | 31.28%-35.1pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,053 | $5,166-79.6% | $4,608-77.1% | $4,866-78.4% |
| Participant deferral / active EE | $2,723 | $6,423-57.6% | $6,026-54.8% | $5,352-49.1% |
| Admin fee / account holder | $648 | $9,516-93.2% | $8,175-92.1% | $9,541-93.2% |