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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 | $139,151 | $77,896+78.6% | $134,172+3.7% | $82,448+68.8% |
| Participation rate | 50.8% | 62.8%-12.0pp | 72.5%-21.6pp | 68.1%-17.2pp |
| Annual return | -11.90% | 18.21%-30.1pp | 25.30%-37.2pp | 41.64%-53.5pp |
| Employer contribution / active EE | $3,011 | $2,159+39.4% | $3,420-12.0% | $2,551+18.0% |
| Participant deferral / active EE | $6,655 | $3,162+110.5% | $4,690+41.9% | $4,139+60.8% |
| Admin fee / account holder | $3,408 | $6,336-46.2% | $12,016-71.6% | $7,234-52.9% |