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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 | $102,257 | $133,981-23.7% | $112,249-8.9% | $134,532-24.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -34.22% | 47.16%-81.4pp | 27.48%-61.7pp | 418.27%-452.5pp |
| Employer contribution / active EE | $4,828 | $4,040+19.5% | $3,636+32.8% | $4,741+1.8% |
| Participant deferral / active EE | $10,053 | $5,292+90.0% | $4,729+112.6% | $6,401+57.1% |
| Admin fee / account holder | $876 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |