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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 | $41,018 | $39,162+4.7% | $100,671-59.3% | $59,633-31.2% |
| Participation rate | 63.0% | 55.9%+7.2pp | 70.7%-7.7pp | 68.7%-5.6pp |
| Annual return | -2.62% | 21.07%-23.7pp | 20.43%-23.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $737 | $1,151-36.0% | $4,012-81.6% | $2,203-66.6% |
| Participant deferral / active EE | $1,858 | $1,992-6.7% | $3,144-40.9% | $3,192-41.8% |
| Admin fee / account holder | $2,427 | $2,969-18.3% | $4,850-50.0% | $4,297-43.5% |