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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 | $66,739 | $54,380+22.7% | $68,509-2.6% | $59,633+11.9% |
| Participation rate | 65.4% | 70.2%-4.8pp | 74.7%-9.3pp | 68.7%-3.3pp |
| Annual return | -3.22% | 2.83%-6.1pp | 8.27%-11.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,191 | $1,539-22.6% | $2,278-47.7% | $2,203-45.9% |
| Participant deferral / active EE | $2,859 | $2,643+8.2% | $3,382-15.5% | $3,192-10.4% |
| Admin fee / account holder | $2,528 | $3,885-34.9% | $5,275-52.1% | $4,297-41.2% |