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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 | $79,979 | $81,870-2.3% | $119,608-33.1% | $68,495+16.8% |
| Participation rate | 67.6% | 71.9%-4.3pp | 79.3%-11.7pp | 67.9%-0.3pp |
| Annual return | -20.53% | -23.82%+3.3pp | -14.98%-5.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $3,637 | $2,692+35.1% | $4,232-14.1% | $2,596+40.1% |
| Participant deferral / active EE | $5,107 | $4,148+23.1% | $5,601-8.8% | $4,028+26.8% |
| Admin fee / account holder | $3,513 | $6,583-46.6% | $10,326-66.0% | $5,403-35.0% |