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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 | $143,238 | $140,592+1.9% | $123,105+16.4% | $125,389+14.2% |
| Participation rate | 61.1% | 88.2%-27.1pp | 86.8%-25.7pp | 83.2%-22.1pp |
| Annual return | -5.42% | 16.80%-22.2pp | 13.22%-18.6pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,950 | $6,041-67.7% | $5,151-62.1% | $4,866-59.9% |
| Participant deferral / active EE | $4,830 | $6,980-30.8% | $6,229-22.5% | $5,352-9.7% |
| Admin fee / account holder | $820 | $11,198-92.7% | $9,014-90.9% | $9,541-91.4% |