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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 | $77,425 | $56,287+37.6% | $80,977-4.4% | $62,881+23.1% |
| Participation rate | 65.5% | 68.9%-3.5pp | 75.8%-10.4pp | 69.3%-3.9pp |
| Annual return | -0.20% | 22.13%-22.3pp | 17.11%-17.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,319 | $1,943+19.4% | $3,715-37.6% | $2,281+1.7% |
| Participant deferral / active EE | $3,452 | $4,196-17.7% | $5,696-39.4% | $3,203+7.8% |
| Admin fee / account holder | $13,689 | $3,742+265.8% | $5,517+148.2% | $4,296+218.7% |