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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 | $101,891 | $59,813+70.4% | $79,580+28.0% | $68,486+48.8% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.5%-6.5pp | 67.9%-4.9pp |
| Annual return | -20.04% | -12.30%-7.7pp | 0.15%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,549 | $3,024-15.7% | $3,985-36.1% | $4,028-36.7% |
| Admin fee / account holder | $53,823 | $4,835+1013.2% | $6,835+687.5% | $5,404+896.0% |