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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 | $50,117 | $73,863-32.1% | $143,797-65.1% | $68,490-26.8% |
| Participation rate | 64.1% | 66.7%-2.6pp | 80.3%-16.2pp | 67.9%-3.8pp |
| Annual return | -22.05% | 0.91%-23.0pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,911 | $3,185-8.6% | $4,952-41.2% | $2,597+12.1% |
| Participant deferral / active EE | $4,668 | $3,385+37.9% | $5,638-17.2% | $4,028+15.9% |
| Admin fee / account holder | $2,199 | $5,756-61.8% | $14,679-85.0% | $5,403-59.3% |