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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 | $79,257 | $92,219-14.1% | $76,768+3.2% | $135,379-41.5% |
| Participation rate | 41.7% | 79.8%-38.1pp | 77.0%-35.3pp | 82.6%-41.0pp |
| Annual return | -13.80% | 5.46%-19.3pp | 2.43%-16.2pp | 519.79%-533.6pp |
| Employer contribution / active EE | $2,794 | $3,216-13.1% | $2,485+12.4% | $4,779-41.5% |
| Participant deferral / active EE | $14,176 | $4,508+214.4% | $3,852+268.1% | $5,609+152.7% |
| Admin fee / account holder | $5,320 | $10,749-50.5% | $6,675-20.3% | $10,828-50.9% |