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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 | $143,757 | $106,267+35.3% | $96,520+48.9% | $139,456+3.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | -5.15% | 38.45%-43.6pp | 35.72%-40.9pp | 373.45%-378.6pp |
| Employer contribution / active EE | $1,326 | $4,105-67.7% | $3,739-64.5% | $4,753-72.1% |
| Participant deferral / active EE | $4,263 | $5,454-21.8% | $4,879-12.6% | $6,711-36.5% |
| Admin fee / account holder | $2,991 | $7,882-62.1% | $6,733-55.6% | $11,407-73.8% |