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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 | $82,668 | $80,992+2.1% | $96,534-14.4% | $75,173+10.0% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 11.60% | 27.05%-15.5pp | 25.88%-14.3pp | 160.72%-149.1pp |
| Employer contribution / active EE | $6,032 | $2,283+164.3% | $2,965+103.4% | $2,671+125.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,256 | $6,717-21.8% | $8,253-36.3% | $5,651-7.0% |