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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 | $23,694 | $91,911-74.2% | $68,612-65.5% | $135,380-82.5% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -18.69% | -8.22%-10.5pp | -4.63%-14.1pp | 519.81%-538.5pp |
| Employer contribution / active EE | $3,508 | $3,924-10.6% | $2,625+33.6% | $4,779-26.6% |
| Participant deferral / active EE | $4,016 | $4,315-6.9% | $3,311+21.3% | $5,609-28.4% |
| Admin fee / account holder | $339 | $9,240-96.3% | $5,131-93.4% | $10,828-96.9% |