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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 | $58,330 | $82,678-29.4% | $125,391-53.5% | $68,490-14.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,001 | $3,382-40.8% | $4,816-58.4% | $2,597-22.9% |
| Participant deferral / active EE | $6,573 | $6,111+7.6% | $7,448-11.7% | $4,028+63.2% |
| Admin fee / account holder | $614 | $6,277-90.2% | $10,009-93.9% | $5,403-88.6% |