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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 | $104,538 | $92,219+13.4% | $76,766+36.2% | $135,382-22.8% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | -9.00% | 5.46%-14.5pp | 2.43%-11.4pp | 519.77%-528.8pp |
| Employer contribution / active EE | $902 | $3,216-72.0% | $2,485-63.7% | $4,779-81.1% |
| Participant deferral / active EE | $3,128 | $4,508-30.6% | $3,851-18.8% | $5,609-44.2% |
| Admin fee / account holder | $2,508 | $10,749-76.7% | $6,675-62.4% | $10,829-76.8% |