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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 | $66,250 | $115,225-42.5% | $100,712-34.2% | $138,895-52.3% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | -0.59% | 40.35%-40.9pp | 33.27%-33.9pp | 145.39%-146.0pp |
| Employer contribution / active EE | $1,049 | $2,771-62.1% | $2,313-54.6% | $4,194-75.0% |
| Participant deferral / active EE | $2,919 | $4,699-37.9% | $4,085-28.5% | $6,396-54.4% |
| Admin fee / account holder | $1,140 | $10,844-89.5% | $9,256-87.7% | $12,562-90.9% |