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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 | $68,665 | $75,832-9.5% | $147,617-53.5% | $59,633+15.1% |
| Participation rate | 63.8% | 71.6%-7.8pp | 84.6%-20.9pp | 68.7%-4.9pp |
| Annual return | -10.54% | 0.37%-10.9pp | 61.98%-72.5pp | 2041.45%-2052.0pp |
| Employer contribution / active EE | $1,722 | $3,485-50.6% | $5,564-69.1% | $2,203-21.8% |
| Participant deferral / active EE | $2,908 | $3,131-7.1% | $4,895-40.6% | $3,192-8.9% |
| Admin fee / account holder | $355 | $5,986-94.1% | $11,612-96.9% | $4,297-91.7% |