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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 | $64,722 | $56,894+13.8% | $84,753-23.6% | $62,881+2.9% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | -4.57% | 6.30%-10.9pp | 22.78%-27.4pp | 20.14%-24.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,067 | $2,709+50.1% | $3,712+9.6% | $3,203+27.0% |
| Admin fee / account holder | $2,689 | $3,581-24.9% | $5,333-49.6% | $4,296-37.4% |