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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 | $86,919+73.0% | $102,457+46.8% | $80,911+85.8% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.6%-8.7pp |
| Annual return | -52.51% | 18.90%-71.4pp | 29.41%-81.9pp | 35.63%-88.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,255 | $4,119+51.8% | $5,054+23.8% | $4,297+45.6% |
| Admin fee / account holder | $35,046 | $8,049+335.4% | $9,451+270.8% | $6,935+405.4% |