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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 | $97,499 | $77,816+25.3% | $123,552-21.1% | $64,173+51.9% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -9.28% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,267 | $5,240+0.5% | $6,426-18.0% | $3,470+51.8% |
| Admin fee / account holder | $1,404 | $5,519-74.6% | $9,285-84.9% | $4,887-71.3% |