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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 | $32,487 | $211,946-84.7% | $169,452-80.8% | $135,382-76.0% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.50% | 3.26%-14.8pp | 1.83%-13.3pp | 519.77%-531.3pp |
| Employer contribution / active EE | $3,461 | $5,117-32.4% | $4,157-16.7% | $4,779-27.6% |
| Participant deferral / active EE | $4,584 | $6,075-24.5% | $5,277-13.1% | $5,609-18.3% |
| Admin fee / account holder | $322 | $11,472-97.2% | $9,110-96.5% | $10,829-97.0% |