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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 | $63,621 | $42,548+49.5% | $74,551-14.7% | $56,289+13.0% |
| Participation rate | 57.8% | 60.5%-2.6pp | 69.1%-11.3pp | 69.9%-12.0pp |
| Annual return | -7.54% | 12.40%-19.9pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $839 | $855-1.9% | $1,961-57.2% | $2,111-60.3% |
| Participant deferral / active EE | $3,289 | $2,277+44.4% | $3,108+5.8% | $3,350-1.8% |
| Admin fee / account holder | $8,543 | $467+1728.8% | $5,059+68.9% | $521+1539.9% |