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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 | $63,207 | $75,832-16.6% | $147,617-57.2% | $59,633+6.0% |
| Participation rate | 64.0% | 71.6%-7.6pp | 84.6%-20.6pp | 68.7%-4.7pp |
| Annual return | -4.07% | 0.37%-4.4pp | 61.98%-66.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,767 | $3,485-49.3% | $5,564-68.2% | $2,203-19.8% |
| Participant deferral / active EE | $4,135 | $3,131+32.1% | $4,895-15.5% | $3,192+29.6% |
| Admin fee / account holder | $699 | $5,986-88.3% | $11,612-94.0% | $4,297-83.7% |