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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 | $103,987 | $100,811+3.2% | $86,698+19.9% | $134,545-22.7% |
| Participation rate | 23.8% | 79.0%-55.1pp | 76.6%-52.8pp | 81.2%-57.4pp |
| Annual return | -24.19% | 29.11%-53.3pp | 35.96%-60.2pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,587 | $3,490-54.5% | $2,837-44.1% | $4,742-66.5% |
| Participant deferral / active EE | $2,692 | $5,339-49.6% | $4,656-42.2% | $6,401-57.9% |
| Admin fee / account holder | $491 | $10,926-95.5% | $7,492-93.5% | $11,431-95.7% |