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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 | $79,050 | $48,364+63.4% | $71,796+10.1% | $62,881+25.7% |
| Participation rate | 61.7% | 60.6%+1.0pp | 69.1%-7.4pp | 69.3%-7.6pp |
| Annual return | 2.80% | 13.16%-10.4pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $374 | $1,042-64.1% | $1,924-80.6% | $2,281-83.6% |
| Participant deferral / active EE | $2,618 | $2,091+25.2% | $2,794-6.3% | $3,203-18.3% |
| Admin fee / account holder | $2,762 | $3,771-26.8% | $4,815-42.6% | $4,296-35.7% |