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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 | $91,548 | $113,941-19.7% | $94,229-2.8% | $125,389-27.0% |
| Participation rate | 61.1% | 82.9%-21.8pp | 78.8%-17.7pp | 83.2%-22.1pp |
| Annual return | -3.91% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,309 | $4,727-72.3% | $3,587-63.5% | $4,866-73.1% |
| Participant deferral / active EE | $4,150 | $5,179-19.9% | $4,320-3.9% | $5,352-22.5% |
| Admin fee / account holder | $2,066 | $8,392-75.4% | $6,269-67.0% | $9,541-78.3% |