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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 | $121,560 | $67,602+79.8% | $82,312+47.7% | $70,126+73.3% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | -8.51% | 21.57%-30.1pp | 25.88%-34.4pp | 73.15%-81.7pp |
| Employer contribution / active EE | $890 | $1,755-49.3% | $2,428-63.4% | $2,343-62.0% |
| Participant deferral / active EE | $1,434 | $2,987-52.0% | $3,706-61.3% | $3,332-57.0% |
| Admin fee / account holder | $755 | $4,512-83.3% | $5,608-86.5% | $4,645-83.7% |