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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 | $71,136 | $88,672-19.8% | $105,223-32.4% | $82,448-13.7% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 5.53% | 30.86%-25.3pp | 180.65%-175.1pp | 41.64%-36.1pp |
| Employer contribution / active EE | $2,886 | $3,048-5.3% | $3,689-21.8% | $2,551+13.1% |
| Participant deferral / active EE | $6,596 | $4,036+63.4% | $5,072+30.0% | $4,139+59.3% |
| Admin fee / account holder | $2,168 | $7,146-69.7% | $8,859-75.5% | $7,234-70.0% |