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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 | $69,011 | $91,559-24.6% | $133,978-48.5% | $79,856-13.6% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.6%-0.6pp |
| Annual return | -1.43% | 61.85%-63.3pp | 45.10%-46.5pp | 31.71%-33.1pp |
| Employer contribution / active EE | $945 | $2,384-60.4% | $3,919-75.9% | $2,471-61.8% |
| Participant deferral / active EE | $2,097 | $3,734-43.8% | $5,047-58.5% | $3,741-43.9% |
| Admin fee / account holder | $385 | $6,321-93.9% | $8,930-95.7% | $5,306-92.7% |