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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 | $81,146 | $73,009+11.1% | $90,760-10.6% | $68,486+18.5% |
| Participation rate | 31.6% | 70.8%-39.3pp | 75.7%-44.1pp | 67.9%-36.3pp |
| Annual return | -19.48% | -13.81%-5.7pp | -12.16%-7.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,021 | $2,193-53.4% | $2,922-65.0% | $2,597-60.7% |
| Participant deferral / active EE | $3,660 | $3,626+0.9% | $4,565-19.8% | $4,028-9.1% |
| Admin fee / account holder | $2,492 | $5,896-57.7% | $8,444-70.5% | $5,404-53.9% |