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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 | $56,155 | $75,962-26.1% | $154,111-63.6% | $64,173-12.5% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.2pp | 69.6%+0.2pp |
| Annual return | -8.23% | 30.32%-38.6pp | 735.18%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,333 | $3,350-30.3% | $5,298-56.0% | $2,381-2.0% |
| Participant deferral / active EE | $3,359 | $3,175+5.8% | $5,081-33.9% | $3,470-3.2% |
| Admin fee / account holder | $1,082 | $5,589-80.6% | $13,411-91.9% | $4,887-77.9% |