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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 | $38,882 | $75,935-48.8% | $60,547-35.8% | $125,388-69.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -8.55% | -5.38%-3.2pp | 335.64%-344.2pp | 282.24%-290.8pp |
| Employer contribution / active EE | $1,733 | $3,438-49.6% | $2,419-28.4% | $4,866-64.4% |
| Participant deferral / active EE | $2,166 | $4,506-51.9% | $3,328-34.9% | $5,352-59.5% |
| Admin fee / account holder | $1,194 | $6,768-82.4% | $4,536-73.7% | $9,541-87.5% |