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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 | $70,036 | $76,551-8.5% | $123,894-43.5% | $62,881+11.4% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | -6.08% | 18.68%-24.8pp | 47.52%-53.6pp | 20.14%-26.2pp |
| Employer contribution / active EE | $732 | $2,882-74.6% | $4,617-84.1% | $2,281-67.9% |
| Participant deferral / active EE | $5,369 | $4,840+10.9% | $5,984-10.3% | $3,203+67.6% |
| Admin fee / account holder | $15,664 | $4,826+224.6% | $8,357+87.4% | $4,296+264.6% |