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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 | $123,371 | $167,362-26.3% | $143,799-14.2% | $134,532-8.3% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -22.93% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $3,864 | $5,620-31.3% | $4,952-22.0% | $4,741-18.5% |
| Participant deferral / active EE | $6,048 | $6,447-6.2% | $5,638+7.3% | $6,401-5.5% |
| Admin fee / account holder | $811 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |