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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 | $96,128 | $81,870+17.4% | $119,634-19.6% | $68,490+40.4% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.4pp | 67.9%+1.9pp |
| Annual return | -19.50% | -23.82%+4.3pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $923 | $2,692-65.7% | $4,232-78.2% | $2,597-64.5% |
| Participant deferral / active EE | $6,245 | $4,148+50.6% | $5,601+11.5% | $4,028+55.1% |
| Admin fee / account holder | $2,527 | $6,583-61.6% | $10,329-75.5% | $5,403-53.2% |