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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 | $115,875 | $106,247+9.1% | $96,515+20.1% | $139,466-16.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | -2.91% | 38.47%-41.4pp | 35.73%-38.6pp | 373.66%-376.6pp |
| Employer contribution / active EE | $1,557 | $4,106-62.1% | $3,740-58.4% | $4,754-67.2% |
| Participant deferral / active EE | $3,640 | $5,456-33.3% | $4,880-25.4% | $6,712-45.8% |
| Admin fee / account holder | $1,156 | $7,885-85.3% | $6,735-82.8% | $11,409-89.9% |