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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 | $94,652 | $72,273+31.0% | $101,275-6.5% | $79,856+18.5% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | -8.01% | 22.30%-30.3pp | 46.48%-54.5pp | 31.71%-39.7pp |
| Employer contribution / active EE | $1,036 | $2,691-61.5% | $3,660-71.7% | $2,471-58.1% |
| Participant deferral / active EE | $2,280 | $3,282-30.5% | $4,371-47.8% | $3,741-39.0% |
| Admin fee / account holder | $2,336 | $4,401-46.9% | $5,948-60.7% | $5,306-56.0% |