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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 | $68,954 | $65,704+4.9% | $94,229-26.8% | $59,633+15.6% |
| Participation rate | 60.0% | 72.1%-12.1pp | 78.8%-18.8pp | 68.7%-8.7pp |
| Annual return | -2.97% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,115 | $2,021-44.8% | $3,587-68.9% | $2,203-49.4% |
| Participant deferral / active EE | $2,321 | $3,143-26.2% | $4,320-46.3% | $3,192-27.3% |
| Admin fee / account holder | $591 | $4,265-86.1% | $6,269-90.6% | $4,297-86.2% |