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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 | $96,077 | $158,852-39.5% | $121,220-20.7% | $135,380-29.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -10.88% | -0.64%-10.2pp | 16.94%-27.8pp | 519.81%-530.7pp |
| Employer contribution / active EE | $4,069 | $5,666-28.2% | $4,023+1.2% | $4,779-14.8% |
| Participant deferral / active EE | $7,914 | $4,006+97.6% | $3,345+136.6% | $5,609+41.1% |
| Admin fee / account holder | $2,737 | $6,515-58.0% | $5,021-45.5% | $10,828-74.7% |