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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 | $143,412 | $110,083+30.3% | $151,639-5.4% | $68,486+109.4% |
| Participation rate | 64.7% | 84.0%-19.2pp | 87.5%-22.8pp | 67.9%-3.2pp |
| Annual return | -24.97% | -10.12%-14.9pp | 3.34%-28.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $3,030 | $4,470-32.2% | $6,165-50.9% | $2,597+16.7% |
| Participant deferral / active EE | $6,286 | $6,526-3.7% | $8,363-24.8% | $4,028+56.1% |
| Admin fee / account holder | $6,368 | $7,718-17.5% | $11,613-45.2% | $5,404+17.8% |