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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 | $118,662 | $127,100-6.6% | $105,738+12.2% | $135,379-12.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -11.23% | 4.49%-15.7pp | 6.27%-17.5pp | 519.79%-531.0pp |
| Employer contribution / active EE | $2,594 | $4,107-36.8% | $3,268-20.6% | $4,779-45.7% |
| Participant deferral / active EE | $7,304 | $5,064+44.2% | $4,080+79.0% | $5,609+30.2% |
| Admin fee / account holder | $595 | $9,087-93.5% | $6,913-91.4% | $10,828-94.5% |