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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 | $97,308 | $211,946-54.1% | $169,452-42.6% | $135,379-28.1% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.26% | 3.26%-12.5pp | 1.83%-11.1pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,475 | $5,117-51.6% | $4,157-40.4% | $4,779-48.2% |
| Participant deferral / active EE | $6,783 | $6,075+11.7% | $5,277+28.5% | $5,609+20.9% |
| Admin fee / account holder | $343 | $11,472-97.0% | $9,110-96.2% | $10,828-96.8% |