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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 | $85,764 | $133,998-36.0% | $112,263-23.6% | $134,545-36.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -22.52% | 47.17%-69.7pp | 27.49%-50.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $1,034 | $4,040-74.4% | $3,636-71.6% | $4,742-78.2% |
| Participant deferral / active EE | $3,944 | $5,292-25.5% | $4,729-16.6% | $6,401-38.4% |
| Admin fee / account holder | $604 | $7,493-91.9% | $6,410-90.6% | $11,431-94.7% |