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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 | $129,270 | $81,870+57.9% | $119,622+8.1% | $68,486+88.8% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -29.53% | -23.82%-5.7pp | -14.98%-14.5pp | -7.85%-21.7pp |
| Employer contribution / active EE | $3,007 | $2,692+11.7% | $4,232-29.0% | $2,597+15.8% |
| Participant deferral / active EE | $6,104 | $4,148+47.2% | $5,601+9.0% | $4,028+51.6% |
| Admin fee / account holder | $2,622 | $6,583-60.2% | $10,328-74.6% | $5,404-51.5% |