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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 | $242,759 | $81,870+196.5% | $119,634+102.9% | $68,490+254.4% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -19.12% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $910 | $2,692-66.2% | $4,232-78.5% | $2,597-65.0% |
| Participant deferral / active EE | $9,317 | $4,148+124.6% | $5,601+66.3% | $4,028+131.3% |
| Admin fee / account holder | $1,129 | $6,583-82.9% | $10,329-89.1% | $5,403-79.1% |