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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 | $149,780 | $167,522-10.6% | $151,639-1.2% | $134,532+11.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -22.80% | 7.81%-30.6pp | 3.34%-26.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $15,313 | $6,828+124.3% | $6,165+148.4% | $4,741+223.0% |
| Participant deferral / active EE | $8,973 | $8,986-0.1% | $8,363+7.3% | $6,401+40.2% |
| Admin fee / account holder | $2,743 | $13,780-80.1% | $11,613-76.4% | $11,429-76.0% |