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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 | $149,868 | $76,401+96.2% | $106,387+40.9% | $64,173+133.5% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.5%-24.5pp | 69.6%-16.6pp |
| Annual return | -8.15% | -2.19%-6.0pp | 0.25%-8.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,114 | $2,680-58.4% | $3,520-68.3% | $2,381-53.2% |
| Participant deferral / active EE | $7,923 | $4,274+85.4% | $5,421+46.1% | $3,470+128.4% |
| Admin fee / account holder | $5,590 | $4,610+21.2% | $7,510-25.6% | $4,887+14.4% |