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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 | $32,740 | $127,387-74.3% | $115,038-71.5% | $125,389-73.9% |
| Participation rate | 64.7% | 84.2%-19.5pp | 81.4%-16.7pp | 83.2%-18.5pp |
| Annual return | -3.79% | 31.28%-35.1pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,908 | $5,166-43.7% | $4,608-36.9% | $4,866-40.2% |
| Participant deferral / active EE | $4,951 | $6,423-22.9% | $6,026-17.8% | $5,352-7.5% |
| Admin fee / account holder | $3,834 | $9,516-59.7% | $8,175-53.1% | $9,541-59.8% |