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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 | $68,023 | $43,344+56.9% | $59,899+13.6% | $64,173+6.0% |
| Participation rate | 62.5% | 69.2%-6.7pp | 74.7%-12.2pp | 69.6%-7.1pp |
| Annual return | -7.71% | -1.55%-6.2pp | 3.46%-11.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,156 | $2,030+6.2% | $2,723-20.8% | $2,381-9.4% |
| Participant deferral / active EE | $5,127 | $2,547+101.3% | $3,402+50.7% | $3,470+47.8% |
| Admin fee / account holder | $976 | $3,008-67.6% | $3,592-72.8% | $4,887-80.0% |