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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 | $80,996 | $127,387-36.4% | $115,038-29.6% | $125,389-35.4% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -4.64% | 31.28%-35.9pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $2,297 | $5,166-55.5% | $4,608-50.1% | $4,866-52.8% |
| Participant deferral / active EE | $4,920 | $6,423-23.4% | $6,026-18.4% | $5,352-8.1% |
| Admin fee / account holder | $511 | $9,516-94.6% | $8,175-93.8% | $9,541-94.6% |