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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 | $119,354 | $93,346+27.9% | $71,796+66.2% | $273,972-56.4% |
| Participation rate | 27.8% | 76.5%-48.8pp | 69.1%-41.3pp | 83.0%-55.2pp |
| Annual return | -6.92% | 130.39%-137.3pp | 78.04%-85.0pp | 41.46%-48.4pp |
| Employer contribution / active EE | $889 | $2,733-67.5% | $1,924-53.8% | $4,869-81.7% |
| Participant deferral / active EE | $2,872 | $3,475-17.4% | $2,794+2.8% | $5,287-45.7% |
| Admin fee / account holder | $12,984 | $6,571+97.6% | $4,815+169.7% | $10,133+28.1% |