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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 | $28,980 | $106,267-72.7% | $96,520-70.0% | $139,456-79.2% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | -4.63% | 38.45%-43.1pp | 35.72%-40.3pp | 373.45%-378.1pp |
| Employer contribution / active EE | $2,537 | $4,105-38.2% | $3,739-32.1% | $4,753-46.6% |
| Participant deferral / active EE | $7,826 | $5,454+43.5% | $4,879+60.4% | $6,711+16.6% |
| Admin fee / account holder | $725 | $7,882-90.8% | $6,733-89.2% | $11,407-93.6% |