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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 | $78,850 | $93,346-15.5% | $71,796+9.8% | $273,972-71.2% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 0.81% | 130.39%-129.6pp | 78.04%-77.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,366 | $2,733-50.0% | $1,924-29.0% | $4,869-71.9% |
| Participant deferral / active EE | $5,567 | $3,475+60.2% | $2,794+99.2% | $5,287+5.3% |
| Admin fee / account holder | $800 | $6,571-87.8% | $4,815-83.4% | $10,133-92.1% |