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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 | $70,954 | $88,672-20.0% | $105,223-32.6% | $82,448-13.9% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 10.95% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,439 | $3,048-20.0% | $3,689-33.9% | $2,551-4.4% |
| Participant deferral / active EE | $2,823 | $4,036-30.0% | $5,072-44.3% | $4,139-31.8% |
| Admin fee / account holder | $25,511 | $7,146+257.0% | $8,859+188.0% | $7,234+252.6% |