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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 | $80,415 | $49,280+63.2% | $67,313+19.5% | $64,173+25.3% |
| Participation rate | 27.3% | 60.8%-33.5pp | 69.1%-41.8pp | 69.6%-42.3pp |
| Annual return | -10.72% | -1.39%-9.3pp | -4.08%-6.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,663 | $2,484+7.2% | $3,568-25.4% | $3,470-23.3% |
| Admin fee / account holder | $605 | $3,863-84.3% | $4,507-86.6% | $4,887-87.6% |