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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 | $79,548 | $133,998-40.6% | $112,263-29.1% | $134,545-40.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.75% | 47.17%-67.9pp | 27.49%-48.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,840 | $4,040-29.7% | $3,636-21.9% | $4,742-40.1% |
| Participant deferral / active EE | $15,890 | $5,292+200.2% | $4,729+236.0% | $6,401+148.2% |
| Admin fee / account holder | $330 | $7,493-95.6% | $6,410-94.9% | $11,431-97.1% |