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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 | $87,928 | $112,935-22.1% | $90,970-3.3% | $158,966-44.7% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 0.99% | 215.79%-214.8pp | 134.58%-133.6pp | 302.95%-302.0pp |
| Employer contribution / active EE | $2,062 | $2,895-28.8% | $2,122-2.8% | $4,762-56.7% |
| Participant deferral / active EE | $3,969 | $4,129-3.9% | $3,373+17.7% | $5,983-33.7% |
| Admin fee / account holder | $630 | $8,045-92.2% | $5,960-89.4% | $11,250-94.4% |