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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 | $83,211 | $45,872+81.4% | $77,081+8.0% | $68,495+21.5% |
| Participation rate | 30.2% | 55.9%-25.8pp | 67.9%-37.8pp | 67.9%-37.7pp |
| Annual return | -22.45% | 1.73%-24.2pp | 42.33%-64.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $998 | $1,650-39.5% | $2,813-64.5% | $2,596-61.6% |
| Participant deferral / active EE | $2,346 | $2,963-20.8% | $4,428-47.0% | $4,028-41.7% |
| Admin fee / account holder | $1,110 | $3,041-63.5% | $5,427-79.6% | $5,403-79.5% |