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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 | $99,502 | $63,703+56.2% | $93,063+6.9% | $82,448+20.7% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 13.14% | -775.43%+788.6pp | 34.15%-21.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,684 | $1,729-2.6% | $2,476-32.0% | $2,551-34.0% |
| Participant deferral / active EE | $3,476 | $2,919+19.1% | $3,958-12.2% | $4,139-16.0% |
| Admin fee / account holder | $2,908 | $5,982-51.4% | $6,033-51.8% | $7,234-59.8% |