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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 | $147,399 | $167,353-11.9% | $143,797+2.5% | $134,545+9.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -20.45% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,068 | $5,620-63.2% | $4,952-58.2% | $4,742-56.4% |
| Participant deferral / active EE | $10,308 | $6,447+59.9% | $5,638+82.8% | $6,401+61.0% |
| Admin fee / account holder | $8,785 | $18,096-51.5% | $14,679-40.2% | $11,431-23.1% |