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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 | $67,507 | $77,816-13.2% | $123,552-45.4% | $64,173+5.2% |
| Participation rate | 66.0% | 74.7%-8.7pp | 82.3%-16.3pp | 69.6%-3.5pp |
| Annual return | -8.26% | 12.49%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $8,100 | $3,014+168.7% | $4,628+75.0% | $2,381+240.2% |
| Participant deferral / active EE | $3,946 | $5,240-24.7% | $6,426-38.6% | $3,470+13.7% |
| Admin fee / account holder | $1,363 | $5,519-75.3% | $9,285-85.3% | $4,887-72.1% |