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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 | $62,999 | $110,083-42.8% | $151,639-58.5% | $68,486-8.0% |
| Participation rate | 51.7% | 84.0%-32.2pp | 87.5%-35.8pp | 67.9%-16.2pp |
| Annual return | -20.02% | -10.12%-9.9pp | 3.34%-23.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $3,837 | $4,470-14.2% | $6,165-37.8% | $2,597+47.8% |
| Participant deferral / active EE | $9,903 | $6,526+51.7% | $8,363+18.4% | $4,028+145.9% |
| Admin fee / account holder | $1,964 | $7,718-74.6% | $11,613-83.1% | $5,404-63.7% |