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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 | $84,230 | $46,534+81.0% | $64,097+31.4% | $75,177+12.0% |
| Participation rate | 46.2% | 65.9%-19.8pp | 72.3%-26.2pp | 67.2%-21.1pp |
| Annual return | -0.65% | 26.07%-26.7pp | 33.75%-34.4pp | 160.75%-161.4pp |
| Employer contribution / active EE | $2,278 | $1,976+15.3% | $2,750-17.2% | $2,671-14.7% |
| Participant deferral / active EE | $9,405 | $2,835+231.8% | $3,881+142.3% | $4,126+127.9% |
| Admin fee / account holder | $543 | $2,957-81.6% | $3,070-82.3% | $5,651-90.4% |