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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 | $65,635 | $64,719+1.4% | $112,249-41.5% | $68,486-4.2% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-15.0pp |
| Annual return | -21.77% | -11.40%-10.4pp | 27.48%-49.3pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,527 | $2,747-8.0% | $3,636-30.5% | $2,597-2.7% |
| Participant deferral / active EE | $4,816 | $3,565+35.1% | $4,729+1.8% | $4,028+19.6% |
| Admin fee / account holder | $2,414 | $5,232-53.9% | $6,412-62.3% | $5,404-55.3% |