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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 | $113,425 | $152,651-25.7% | $105,218+7.8% | $125,389-9.5% |
| Participation rate | 61.5% | 81.5%-20.0pp | 77.2%-15.7pp | 83.2%-21.7pp |
| Annual return | -4.72% | 8.24%-13.0pp | 5.33%-10.1pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,754 | $4,802-42.6% | $3,255-15.4% | $4,866-43.4% |
| Participant deferral / active EE | $6,123 | $6,660-8.1% | $4,867+25.8% | $5,352+14.4% |
| Admin fee / account holder | $1,487 | $14,248-89.6% | $6,992-78.7% | $9,541-84.4% |