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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 | $38,725 | $133,981-71.1% | $112,249-65.5% | $134,532-71.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.87% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,028 | $4,040-49.8% | $3,636-44.2% | $4,741-57.2% |
| Participant deferral / active EE | $8,283 | $5,292+56.5% | $4,729+75.1% | $6,401+29.4% |
| Admin fee / account holder | $848 | $7,492-88.7% | $6,412-86.8% | $11,429-92.6% |