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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 | $30,637 | $64,311-52.4% | $57,356-46.6% | $125,389-75.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -6.90% | 25.14%-32.0pp | 24.41%-31.3pp | 282.24%-289.1pp |
| Employer contribution / active EE | $5,946 | $3,193+86.2% | $2,689+121.1% | $4,866+22.2% |
| Participant deferral / active EE | $9,012 | $3,846+134.3% | $3,162+185.0% | $5,352+68.4% |
| Admin fee / account holder | $2,561 | $5,243-51.2% | $3,357-23.7% | $9,541-73.2% |