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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 | $72,670 | $62,583+16.1% | $76,767-5.3% | $64,173+13.2% |
| Participation rate | 67.9% | 72.8%-5.0pp | 77.0%-9.1pp | 69.6%-1.7pp |
| Annual return | -9.60% | -1.95%-7.7pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,417 | $1,832+31.9% | $2,485-2.7% | $2,381+1.5% |
| Participant deferral / active EE | $4,318 | $3,145+37.3% | $3,852+12.1% | $3,470+24.4% |
| Admin fee / account holder | $1,629 | $4,667-65.1% | $6,675-75.6% | $4,887-66.7% |