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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 | $156,654 | $167,352-6.4% | $143,788+8.9% | $134,509+16.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.23% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $3,113 | $5,620-44.6% | $4,952-37.1% | $4,741-34.3% |
| Participant deferral / active EE | $7,022 | $6,447+8.9% | $5,638+24.5% | $6,400+9.7% |
| Admin fee / account holder | $2,480 | $18,091-86.3% | $14,675-83.1% | $11,427-78.3% |