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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 | $69,529 | $69,977-0.6% | $108,582-36.0% | $62,881+10.6% |
| Participation rate | 57.1% | 72.9%-15.8pp | 79.6%-22.4pp | 69.3%-12.2pp |
| Annual return | 3.82% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,460 | $2,135-31.6% | $3,758-61.1% | $2,281-36.0% |
| Participant deferral / active EE | $2,921 | $3,165-7.7% | $4,311-32.3% | $3,203-8.8% |
| Admin fee / account holder | $26,166 | $5,076+415.4% | $7,645+242.2% | $4,296+509.1% |