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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 | $233,589 | $63,703+266.7% | $93,063+151.0% | $82,448+183.3% |
| Participation rate | 23.3% | 63.8%-40.5pp | 72.1%-48.8pp | 68.1%-44.7pp |
| Annual return | 11.34% | -775.43%+786.8pp | 34.15%-22.8pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,456 | $1,729-15.8% | $2,476-41.2% | $2,551-42.9% |
| Participant deferral / active EE | $5,002 | $2,919+71.3% | $3,958+26.4% | $4,139+20.8% |
| Admin fee / account holder | $421 | $5,982-93.0% | $6,033-93.0% | $7,234-94.2% |