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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 | $90,008 | $72,177+24.7% | $115,038-21.8% | $59,633+50.9% |
| Participation rate | 55.1% | 72.6%-17.5pp | 81.4%-26.3pp | 68.7%-13.6pp |
| Annual return | -2.63% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,642 | $4,783+18.0% | $6,026-6.4% | $3,192+76.8% |
| Admin fee / account holder | $5,798 | $4,927+17.7% | $8,175-29.1% | $4,297+34.9% |