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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 | $191,604 | $73,009+162.4% | $90,756+111.1% | $68,495+179.7% |
| Participation rate | 40.7% | 70.8%-30.1pp | 75.7%-35.0pp | 67.9%-27.2pp |
| Annual return | -28.52% | -13.81%-14.7pp | -12.16%-16.4pp | -7.84%-20.7pp |
| Employer contribution / active EE | $1,877 | $2,193-14.4% | $2,922-35.8% | $2,596-27.7% |
| Participant deferral / active EE | $4,021 | $3,626+10.9% | $4,565-11.9% | $4,028-0.2% |
| Admin fee / account holder | $970 | $5,896-83.6% | $8,445-88.5% | $5,403-82.1% |