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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 | $81,104 | $56,894+42.6% | $84,753-4.3% | $62,881+29.0% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | -0.04% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,834 | $2,400+18.1% | $3,574-20.7% | $2,281+24.2% |
| Participant deferral / active EE | $5,884 | $2,709+117.2% | $3,712+58.5% | $3,203+83.7% |
| Admin fee / account holder | $5,088 | $3,581+42.1% | $5,333-4.6% | $4,296+18.4% |