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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 | $25,880 | $167,353-84.5% | $143,797-82.0% | $134,545-80.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -23.63% | 0.48%-24.1pp | -0.04%-23.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $2,667 | $5,620-52.5% | $4,952-46.1% | $4,742-43.7% |
| Participant deferral / active EE | $4,076 | $6,447-36.8% | $5,638-27.7% | $6,401-36.3% |
| Admin fee / account holder | $492 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |