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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 | $72,460 | $154,193-53.0% | $130,045-44.3% | $139,466-48.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 6.51% | 32.51%-26.0pp | -137.30%+143.8pp | 373.66%-367.2pp |
| Employer contribution / active EE | $13,632 | $5,292+157.6% | $4,321+215.5% | $4,754+186.8% |
| Participant deferral / active EE | $2,729 | $6,709-59.3% | $5,820-53.1% | $6,712-59.3% |
| Admin fee / account holder | $1,575 | $13,989-88.7% | $10,600-85.1% | $11,409-86.2% |