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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 | $93,131 | $52,678+76.8% | $75,784+22.9% | $59,633+56.2% |
| Participation rate | 65.7% | 67.2%-1.5pp | 75.8%-10.1pp | 68.7%-3.0pp |
| Annual return | -4.07% | 2.95%-7.0pp | 9.68%-13.8pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,078 | $2,193-5.2% | $3,323-37.5% | $2,203-5.6% |
| Participant deferral / active EE | $4,637 | $2,591+79.0% | $3,652+27.0% | $3,192+45.3% |
| Admin fee / account holder | $4,978 | $3,610+37.9% | $5,300-6.1% | $4,297+15.8% |