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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 | $24,766 | $127,387-80.6% | $115,038-78.5% | $125,389-80.2% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | -6.35% | 31.28%-37.6pp | 26.14%-32.5pp | 282.24%-288.6pp |
| Employer contribution / active EE | $2,114 | $5,166-59.1% | $4,608-54.1% | $4,866-56.6% |
| Participant deferral / active EE | $4,088 | $6,423-36.4% | $6,026-32.2% | $5,352-23.6% |
| Admin fee / account holder | $374 | $9,516-96.1% | $8,175-95.4% | $9,541-96.1% |