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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 | $60,036 | $110,337-45.6% | $102,383-41.4% | $145,877-58.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -0.18% | 24.83%-25.0pp | 24.94%-25.1pp | 551.28%-551.5pp |
| Employer contribution / active EE | $2,622 | $4,216-37.8% | $3,870-32.3% | $4,663-43.8% |
| Participant deferral / active EE | $10,041 | $5,621+78.7% | $5,060+98.5% | $6,691+50.1% |
| Admin fee / account holder | $5,910 | $9,750-39.4% | $8,391-29.6% | $13,402-55.9% |