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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 | $108,873 | $167,353-34.9% | $143,797-24.3% | $134,545-19.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.33% | 0.48%-20.8pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,306 | $5,620-59.0% | $4,952-53.4% | $4,742-51.4% |
| Participant deferral / active EE | $8,580 | $6,447+33.1% | $5,638+52.2% | $6,401+34.0% |
| Admin fee / account holder | $4,037 | $18,096-77.7% | $14,679-72.5% | $11,431-64.7% |