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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 | $61,210 | $56,894+7.6% | $84,753-27.8% | $62,881-2.7% |
| Participation rate | 67.3% | 68.5%-1.2pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | -0.96% | 6.30%-7.3pp | 22.78%-23.7pp | 20.14%-21.1pp |
| Employer contribution / active EE | $980 | $2,400-59.2% | $3,574-72.6% | $2,281-57.0% |
| Participant deferral / active EE | $2,838 | $2,709+4.8% | $3,712-23.5% | $3,203-11.4% |
| Admin fee / account holder | $3,822 | $3,581+6.7% | $5,333-28.3% | $4,296-11.0% |