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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 | $55,674 | $64,729-14.0% | $112,263-50.4% | $68,490-18.7% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.2pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.49%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,026 | $2,746-26.2% | $3,636-44.3% | $2,597-22.0% |
| Participant deferral / active EE | $5,485 | $3,566+53.8% | $4,729+16.0% | $4,028+36.2% |
| Admin fee / account holder | $4,581 | $5,222-12.3% | $6,410-28.5% | $5,403-15.2% |