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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 | $63,774 | $50,947+25.2% | $74,549-14.5% | $64,173-0.6% |
| Participation rate | 45.7% | 61.1%-15.3pp | 69.1%-23.4pp | 69.6%-23.9pp |
| Annual return | -8.35% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,313 | $1,115+17.7% | $1,961-33.0% | $2,381-44.8% |
| Participant deferral / active EE | $2,953 | $2,302+28.3% | $3,108-5.0% | $3,470-14.9% |
| Admin fee / account holder | $2,098 | $4,221-50.3% | $5,059-58.5% | $4,887-57.1% |