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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 | $48,834 | $127,100-61.6% | $105,738-53.8% | $135,379-63.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -10.37% | 4.49%-14.9pp | 6.27%-16.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,966 | $4,107-52.1% | $3,268-39.8% | $4,779-58.9% |
| Participant deferral / active EE | $4,126 | $5,064-18.5% | $4,080+1.1% | $5,609-26.4% |
| Admin fee / account holder | $934 | $9,087-89.7% | $6,913-86.5% | $10,828-91.4% |