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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 | $185,354 | $93,598+98.0% | $135,974+36.3% | $75,173+146.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | -7.16% | 30.89%-38.0pp | 68.30%-75.5pp | 160.72%-167.9pp |
| Employer contribution / active EE | $1,154 | $3,538-67.4% | $4,859-76.3% | $2,671-56.8% |
| Participant deferral / active EE | $4,113 | $6,405-35.8% | $7,760-47.0% | $4,126-0.3% |
| Admin fee / account holder | $8,516 | $6,978+22.0% | $10,767-20.9% | $5,651+50.7% |