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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 | $61,617 | $64,176-4.0% | $112,263-45.1% | $66,949-8.0% |
| Participation rate | 51.2% | 68.4%-17.2pp | 75.1%-23.9pp | 69.8%-18.6pp |
| Annual return | -21.36% | -13.80%-7.6pp | 27.49%-48.8pp | 1.57%-22.9pp |
| Employer contribution / active EE | $912 | $3,007-69.7% | $3,636-74.9% | $2,545-64.2% |
| Participant deferral / active EE | $6,984 | $3,694+89.1% | $4,729+47.7% | $4,239+64.8% |
| Admin fee / account holder | $2,718 | $626+334.3% | $6,410-57.6% | $594+357.9% |