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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 | $20,398 | $133,998-84.8% | $112,263-81.8% | $134,545-84.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.32% | 47.17%-71.5pp | 27.49%-51.8pp | 418.37%-442.7pp |
| Employer contribution / active EE | $1,276 | $4,040-68.4% | $3,636-64.9% | $4,742-73.1% |
| Participant deferral / active EE | $5,246 | $5,292-0.9% | $4,729+10.9% | $6,401-18.0% |
| Admin fee / account holder | $835 | $7,493-88.9% | $6,410-87.0% | $11,431-92.7% |