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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 | $150,370 | $86,949+72.9% | $102,460+46.8% | $80,959+85.7% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.7%-8.7pp |
| Annual return | -52.51% | 18.89%-71.4pp | 29.47%-82.0pp | 35.67%-88.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,255 | $4,121+51.8% | $5,056+23.7% | $4,300+45.5% |
| Admin fee / account holder | $35,046 | $8,048+335.5% | $9,460+270.5% | $6,925+406.1% |