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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 | $53,042 | $50,958+4.1% | $74,552-28.9% | $64,181-17.4% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -8.42% | -1.86%-6.6pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,515 | $1,115+35.8% | $1,961-22.7% | $2,381-36.4% |
| Participant deferral / active EE | $3,760 | $2,301+63.4% | $3,108+21.0% | $3,470+8.4% |
| Admin fee / account holder | $726 | $4,223-82.8% | $5,060-85.6% | $4,887-85.1% |