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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 | $114,142 | $110,083+3.7% | $151,639-24.7% | $68,486+66.7% |
| Participation rate | 52.7% | 84.0%-31.2pp | 87.5%-34.8pp | 67.9%-15.2pp |
| Annual return | -18.70% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,950 | $6,526+6.5% | $8,363-16.9% | $4,028+72.6% |
| Admin fee / account holder | $1,421 | $7,718-81.6% | $11,613-87.8% | $5,404-73.7% |