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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 | $45,824 | $72,404-36.7% | $110,243-58.4% | $64,173-28.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -9.30% | -6.29%-3.0pp | 314.76%-324.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,599 | $2,282-29.9% | $3,827-58.2% | $2,381-32.9% |
| Participant deferral / active EE | $5,169 | $3,469+49.0% | $4,672+10.6% | $3,470+49.0% |
| Admin fee / account holder | $972 | $5,664-82.8% | $8,548-88.6% | $4,887-80.1% |