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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 | $71,000 | $94,529-24.9% | $140,019-49.3% | $64,173+10.6% |
| Participation rate | 59.3% | 84.1%-24.8pp | 87.5%-28.2pp | 69.6%-10.3pp |
| Annual return | -9.51% | 7.77%-17.3pp | 651.15%-660.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,778 | $3,812-53.4% | $5,605-68.3% | $2,381-25.3% |
| Participant deferral / active EE | $4,948 | $5,250-5.8% | $6,927-28.6% | $3,470+42.6% |
| Admin fee / account holder | $3,938 | $6,741-41.6% | $10,705-63.2% | $4,887-19.4% |