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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 | $144,689 | $95,415+51.6% | $185,851-22.1% | $85,851+68.5% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | -1.16% | 23.59%-24.7pp | 122.11%-123.3pp | 318.63%-319.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,046 | $3,424+18.2% | $5,569-27.3% | $3,952+2.4% |
| Admin fee / account holder | $7,929 | $7,215+9.9% | $16,245-51.2% | $6,261+26.6% |