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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 | $86,762 | $133,998-35.3% | $112,263-22.7% | $134,545-35.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -21.23% | 47.17%-68.4pp | 27.49%-48.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $821 | $4,040-79.7% | $3,636-77.4% | $4,742-82.7% |
| Participant deferral / active EE | $5,328 | $5,292+0.7% | $4,729+12.7% | $6,401-16.8% |
| Admin fee / account holder | $1,182 | $7,493-84.2% | $6,410-81.6% | $11,431-89.7% |