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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 | $133,029 | $81,870+62.5% | $119,622+11.2% | $68,486+94.2% |
| Participation rate | 39.4% | 71.9%-32.5pp | 79.3%-39.9pp | 67.9%-28.5pp |
| Annual return | -20.19% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $830 | $2,692-69.2% | $4,232-80.4% | $2,597-68.0% |
| Participant deferral / active EE | $1,964 | $4,148-52.7% | $5,601-64.9% | $4,028-51.2% |
| Admin fee / account holder | $9,240 | $6,583+40.4% | $10,328-10.5% | $5,404+71.0% |