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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 | $97,350 | $56,339+72.8% | $104,301-6.7% | $68,486+42.1% |
| Participation rate | 48.8% | 63.3%-14.4pp | 73.3%-24.4pp | 67.9%-19.1pp |
| Annual return | -22.50% | -9.19%-13.3pp | 24.61%-47.1pp | -7.85%-14.6pp |
| Employer contribution / active EE | $2,137 | $1,960+9.0% | $3,373-36.7% | $2,597-17.7% |
| Participant deferral / active EE | $3,097 | $3,077+0.6% | $4,626-33.1% | $4,028-23.1% |
| Admin fee / account holder | $1,329 | $4,902-72.9% | $7,340-81.9% | $5,404-75.4% |