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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 | $47,693 | $77,816-38.7% | $123,552-61.4% | $64,173-25.7% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -10.60% | 12.49%-23.1pp | 119.20%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $3,692 | $3,014+22.5% | $4,628-20.2% | $2,381+55.1% |
| Participant deferral / active EE | $7,665 | $5,240+46.3% | $6,426+19.3% | $3,470+120.9% |
| Admin fee / account holder | $1,226 | $5,519-77.8% | $9,285-86.8% | $4,887-74.9% |