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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 | $66,802 | $87,546-23.7% | $75,784-11.9% | $125,389-46.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.25% | 13.49%-18.7pp | 9.68%-14.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,514 | $3,930-61.5% | $3,323-54.4% | $4,866-68.9% |
| Participant deferral / active EE | $2,690 | $4,230-36.4% | $3,652-26.3% | $5,352-49.7% |
| Admin fee / account holder | $625 | $6,503-90.4% | $5,300-88.2% | $9,541-93.4% |