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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 | $62,781 | $50,947+23.2% | $74,551-15.8% | $64,173-2.2% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.1%-17.4pp | 69.6%-17.8pp |
| Annual return | -8.86% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,611 | $1,115+44.4% | $1,961-17.8% | $2,381-32.3% |
| Participant deferral / active EE | $2,547 | $2,302+10.7% | $3,108-18.0% | $3,470-26.6% |
| Admin fee / account holder | $1,052 | $4,221-75.1% | $5,059-79.2% | $4,887-78.5% |