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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 | $74,592 | $56,339+32.4% | $104,301-28.5% | $68,486+8.9% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -23.85% | -9.19%-14.7pp | 24.61%-48.5pp | -7.85%-16.0pp |
| Employer contribution / active EE | $2,462 | $1,960+25.6% | $3,373-27.0% | $2,597-5.2% |
| Participant deferral / active EE | $4,924 | $3,077+60.0% | $4,626+6.5% | $4,028+22.3% |
| Admin fee / account holder | $3,701 | $4,902-24.5% | $7,340-49.6% | $5,404-31.5% |