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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 | $76,671 | $64,716+18.5% | $112,258-31.7% | $68,495+11.9% |
| Participation rate | 53.1% | 67.2%-14.0pp | 75.1%-21.9pp | 67.9%-14.8pp |
| Annual return | -20.68% | -11.40%-9.3pp | 27.47%-48.2pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,458 | $2,746-46.9% | $3,636-59.9% | $2,596-43.9% |
| Participant deferral / active EE | $3,203 | $3,565-10.2% | $4,728-32.3% | $4,028-20.5% |
| Admin fee / account holder | $3,902 | $5,232-25.4% | $6,411-39.1% | $5,403-27.8% |