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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 | $137,768 | $100,805+36.7% | $86,698+58.9% | $134,532+2.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.32% | 29.09%-49.4pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,074 | $3,490-40.6% | $2,837-26.9% | $4,741-56.2% |
| Participant deferral / active EE | $5,820 | $5,339+9.0% | $4,656+25.0% | $6,401-9.1% |
| Admin fee / account holder | $2,167 | $10,925-80.2% | $7,493-71.1% | $11,429-81.0% |