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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 | $78,333 | $117,895-33.6% | $102,460-23.5% | $145,897-46.3% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | -17.70% | 31.92%-49.6pp | 29.47%-47.2pp | 552.29%-570.0pp |
| Employer contribution / active EE | $1,651 | $3,619-54.4% | $3,025-45.4% | $4,663-64.6% |
| Participant deferral / active EE | $2,378 | $5,736-58.5% | $5,056-53.0% | $6,689-64.5% |
| Admin fee / account holder | $618 | $13,353-95.4% | $9,460-93.5% | $13,390-95.4% |