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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 | $97,257 | $46,697+108.3% | $117,533-17.3% | $68,486+42.0% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -21.88% | -14.52%-7.4pp | 29.77%-51.7pp | -7.85%-14.0pp |
| Employer contribution / active EE | $3,315 | $1,506+120.2% | $4,179-20.7% | $2,597+27.7% |
| Participant deferral / active EE | $3,654 | $2,637+38.6% | $4,072-10.3% | $4,028-9.3% |
| Admin fee / account holder | $1,334 | $4,023-66.8% | $5,647-76.4% | $5,404-75.3% |