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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 | $115,977 | $71,872+61.4% | $86,691+33.8% | $68,495+69.3% |
| Participation rate | 31.0% | 72.2%-41.2pp | 76.6%-45.6pp | 67.9%-36.9pp |
| Annual return | -22.42% | 3.53%-25.9pp | 35.94%-58.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $738 | $2,173-66.1% | $2,837-74.0% | $2,596-71.6% |
| Participant deferral / active EE | $2,734 | $3,779-27.6% | $4,656-41.3% | $4,028-32.1% |
| Admin fee / account holder | $16,444 | $6,112+169.0% | $7,492+119.5% | $5,403+204.3% |