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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 | $100,691 | $73,863+36.3% | $143,797-30.0% | $68,490+47.0% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -23.83% | 0.91%-24.7pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,473 | $3,185-53.7% | $4,952-70.3% | $2,597-43.3% |
| Participant deferral / active EE | $2,870 | $3,385-15.2% | $5,638-49.1% | $4,028-28.7% |
| Admin fee / account holder | $1,593 | $5,756-72.3% | $14,679-89.2% | $5,403-70.5% |