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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 | $107,757 | $73,009+47.6% | $90,756+18.7% | $68,495+57.3% |
| Participation rate | 20.0% | 70.8%-50.8pp | 75.7%-55.7pp | 67.9%-47.9pp |
| Annual return | -26.80% | -13.81%-13.0pp | -12.16%-14.6pp | -7.84%-19.0pp |
| Employer contribution / active EE | $1,156 | $2,193-47.3% | $2,922-60.4% | $2,596-55.5% |
| Participant deferral / active EE | $3,275 | $3,626-9.7% | $4,565-28.2% | $4,028-18.7% |
| Admin fee / account holder | $7,394 | $5,896+25.4% | $8,445-12.4% | $5,403+36.8% |