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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 | $113,650 | $73,019+55.6% | $90,766+25.2% | $68,490+65.9% |
| Participation rate | 60.7% | 70.8%-10.1pp | 75.7%-15.0pp | 67.9%-7.2pp |
| Annual return | -19.56% | -13.81%-5.8pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,806 | $3,626-50.2% | $4,565-60.4% | $4,028-55.2% |
| Admin fee / account holder | $19,423 | $5,897+229.4% | $8,446+130.0% | $5,403+259.5% |