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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 | $155,848 | $105,861+47.2% | $90,756+71.7% | $134,509+15.9% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -22.36% | -10.99%-11.4pp | -12.16%-10.2pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,210 | $3,463-65.1% | $2,922-58.6% | $4,741-74.5% |
| Participant deferral / active EE | $4,096 | $5,217-21.5% | $4,565-10.3% | $6,400-36.0% |
| Admin fee / account holder | $1,825 | $13,938-86.9% | $8,445-78.4% | $11,427-84.0% |