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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 | $46,902 | $49,255-4.8% | $70,494-33.5% | $79,856-41.3% |
| Participation rate | 62.2% | 69.2%-7.0pp | 75.1%-12.9pp | 69.6%-7.5pp |
| Annual return | -0.63% | 30.10%-30.7pp | 109.16%-109.8pp | 31.71%-32.3pp |
| Employer contribution / active EE | $7,888 | $2,100+275.6% | $2,738+188.1% | $2,471+219.2% |
| Participant deferral / active EE | $1,227 | $2,768-55.7% | $3,711-66.9% | $3,741-67.2% |
| Admin fee / account holder | $2,216 | $2,879-23.0% | $3,848-42.4% | $5,306-58.2% |