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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 | $66,955 | $75,828-11.7% | $147,617-54.6% | $59,632+12.3% |
| Participation rate | 63.3% | 71.6%-8.2pp | 84.6%-21.3pp | 68.7%-5.3pp |
| Annual return | -3.55% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $1,723 | $3,485-50.6% | $5,565-69.0% | $2,203-21.8% |
| Participant deferral / active EE | $3,733 | $3,130+19.3% | $4,895-23.7% | $3,192+17.0% |
| Admin fee / account holder | $2,895 | $5,985-51.6% | $11,611-75.1% | $4,297-32.6% |