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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 | $164,611 | $127,387+29.2% | $115,038+43.1% | $125,389+31.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.30% | 31.28%-36.6pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,432 | $5,166-72.3% | $4,608-68.9% | $4,866-70.6% |
| Participant deferral / active EE | $6,903 | $6,423+7.5% | $6,026+14.6% | $5,352+29.0% |
| Admin fee / account holder | $5,426 | $9,516-43.0% | $8,175-33.6% | $9,541-43.1% |