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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 | $91,791 | $65,704+39.7% | $94,229-2.6% | $59,633+53.9% |
| Participation rate | 63.0% | 72.1%-9.2pp | 78.8%-15.8pp | 68.7%-5.7pp |
| Annual return | -2.56% | 5.22%-7.8pp | 10.68%-13.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,715 | $2,021-15.1% | $3,587-52.2% | $2,203-22.1% |
| Participant deferral / active EE | $6,267 | $3,143+99.4% | $4,320+45.1% | $3,192+96.3% |
| Admin fee / account holder | $701 | $4,265-83.6% | $6,269-88.8% | $4,297-83.7% |