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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 | $110,622 | $53,162+108.1% | $91,225+21.3% | $68,495+61.5% |
| Participation rate | 58.9% | 63.2%-4.3pp | 73.2%-14.3pp | 67.9%-9.0pp |
| Annual return | -29.04% | -3.14%-25.9pp | 114.10%-143.1pp | -7.84%-21.2pp |
| Employer contribution / active EE | $2,319 | $1,709+35.7% | $2,851-18.6% | $2,596-10.7% |
| Participant deferral / active EE | $3,586 | $2,974+20.6% | $4,234-15.3% | $4,028-11.0% |
| Admin fee / account holder | $3,342 | $4,493-25.6% | $5,422-38.4% | $5,403-38.1% |