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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 | $112,768 | $82,674+36.4% | $125,363-10.0% | $68,495+64.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -22.43% | -5.97%-16.5pp | 572.15%-594.6pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,477 | $3,382-56.3% | $4,815-69.3% | $2,596-43.1% |
| Participant deferral / active EE | $6,406 | $6,111+4.8% | $7,447-14.0% | $4,028+59.1% |
| Admin fee / account holder | $6,352 | $6,276+1.2% | $10,005-36.5% | $5,403+17.6% |