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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 | $58,283 | $47,944+21.6% | $67,834-14.1% | $62,881-7.3% |
| Participation rate | 60.6% | 61.1%-0.5pp | 68.8%-8.2pp | 69.3%-8.7pp |
| Annual return | 3.69% | 11.77%-8.1pp | 138.47%-134.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $606 | $1,562-61.2% | $2,403-74.8% | $2,281-73.4% |
| Participant deferral / active EE | $2,571 | $2,247+14.4% | $3,160-18.6% | $3,203-19.7% |
| Admin fee / account holder | $4,889 | $3,712+31.7% | $4,622+5.8% | $4,296+13.8% |