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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 | $70,878 | $45,438+56.0% | $80,004-11.4% | $59,633+18.9% |
| Participation rate | 49.1% | 63.7%-14.6pp | 73.0%-23.9pp | 68.7%-19.5pp |
| Annual return | -2.89% | 5.10%-8.0pp | 7.63%-10.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $388 | $1,236-68.6% | $2,473-84.3% | $2,203-82.4% |
| Participant deferral / active EE | $2,455 | $2,231+10.0% | $3,204-23.4% | $3,192-23.1% |
| Admin fee / account holder | $5,193 | $3,464+49.9% | $5,033+3.2% | $4,297+20.9% |