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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 | $53,537 | $51,708+3.5% | $106,619-49.8% | $62,881-14.9% |
| Participation rate | 62.0% | 66.9%-4.9pp | 78.0%-16.0pp | 69.3%-7.3pp |
| Annual return | -2.69% | 4.69%-7.4pp | 9.42%-12.1pp | 20.14%-22.8pp |
| Employer contribution / active EE | $1,873 | $1,764+6.2% | $3,947-52.6% | $2,281-17.9% |
| Participant deferral / active EE | $2,642 | $2,315+14.1% | $3,930-32.8% | $3,203-17.5% |
| Admin fee / account holder | $5,203 | $3,349+55.4% | $6,418-18.9% | $4,296+21.1% |