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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 | $76,693 | $71,873+6.7% | $86,698-11.5% | $68,490+12.0% |
| Participation rate | 66.0% | 72.2%-6.3pp | 76.6%-10.6pp | 67.9%-1.9pp |
| Annual return | -22.49% | 3.54%-26.0pp | 35.96%-58.5pp | -7.85%-14.6pp |
| Employer contribution / active EE | $970 | $2,173-55.4% | $2,837-65.8% | $2,597-62.7% |
| Participant deferral / active EE | $2,336 | $3,779-38.2% | $4,656-49.8% | $4,028-42.0% |
| Admin fee / account holder | $5,604 | $6,110-8.3% | $7,492-25.2% | $5,403+3.7% |