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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 | $52,482 | $127,387-58.8% | $115,038-54.4% | $125,389-58.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -10.73% | 31.28%-42.0pp | 26.14%-36.9pp | 282.24%-293.0pp |
| Employer contribution / active EE | $8,388 | $5,166+62.4% | $4,608+82.0% | $4,866+72.4% |
| Participant deferral / active EE | $11,618 | $6,423+80.9% | $6,026+92.8% | $5,352+117.1% |
| Admin fee / account holder | $1,202 | $9,516-87.4% | $8,175-85.3% | $9,541-87.4% |