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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 | $75,047 | $85,790-12.5% | $67,313+11.5% | $135,380-44.6% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.1%-26.2pp | 82.6%-39.8pp |
| Annual return | -9.81% | -0.54%-9.3pp | -4.08%-5.7pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,914 | $3,487-45.1% | $2,566-25.4% | $4,779-59.9% |
| Participant deferral / active EE | $3,052 | $4,651-34.4% | $3,568-14.5% | $5,609-45.6% |
| Admin fee / account holder | $529 | $6,392-91.7% | $4,507-88.3% | $10,828-95.1% |