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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 | $206,931 | $97,020+113.3% | $83,322+148.4% | $135,379+52.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.25% | 12.31%-23.6pp | 10.64%-21.9pp | 519.79%-531.0pp |
| Employer contribution / active EE | $943 | $4,144-77.2% | $3,379-72.1% | $4,779-80.3% |
| Participant deferral / active EE | $6,115 | $5,964+2.5% | $5,565+9.9% | $5,609+9.0% |
| Admin fee / account holder | $2,122 | $8,426-74.8% | $7,540-71.9% | $10,828-80.4% |