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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 | $77,410 | $77,638-0.3% | $156,551-50.6% | $62,881+23.1% |
| Participation rate | 67.5% | 71.2%-3.7pp | 84.0%-16.5pp | 69.3%-1.8pp |
| Annual return | -3.97% | 50.33%-54.3pp | 32.23%-36.2pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,015 | $3,444-70.5% | $5,501-81.6% | $2,281-55.5% |
| Participant deferral / active EE | $3,058 | $3,046+0.4% | $4,871-37.2% | $3,203-4.5% |
| Admin fee / account holder | $3,937 | $5,561-29.2% | $13,028-69.8% | $4,296-8.3% |