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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 | $40,225 | $167,352-76.0% | $143,788-72.0% | $134,509-70.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.46% | 0.47%-21.9pp | -0.03%-21.4pp | 418.13%-439.6pp |
| Employer contribution / active EE | $2,270 | $5,620-59.6% | $4,952-54.2% | $4,741-52.1% |
| Participant deferral / active EE | $8,921 | $6,447+38.4% | $5,638+58.2% | $6,400+39.4% |
| Admin fee / account holder | $1,862 | $18,091-89.7% | $14,675-87.3% | $11,427-83.7% |