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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 | $76,917 | $64,729+18.8% | $112,263-31.5% | $68,490+12.3% |
| Participation rate | 24.3% | 67.2%-42.8pp | 75.1%-50.7pp | 67.9%-43.6pp |
| Annual return | -20.46% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $946 | $2,746-65.6% | $3,636-74.0% | $2,597-63.6% |
| Participant deferral / active EE | $2,647 | $3,566-25.8% | $4,729-44.0% | $4,028-34.3% |
| Admin fee / account holder | $854 | $5,222-83.6% | $6,410-86.7% | $5,403-84.2% |