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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 | $94,713 | $65,704+44.2% | $94,229+0.5% | $59,633+58.8% |
| Participation rate | 61.4% | 72.1%-10.7pp | 78.8%-17.3pp | 68.7%-7.2pp |
| Annual return | -2.93% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $2,209 | $2,021+9.3% | $3,587-38.4% | $2,203+0.3% |
| Participant deferral / active EE | $2,922 | $3,143-7.0% | $4,320-32.4% | $3,192-8.4% |
| Admin fee / account holder | $3,354 | $4,265-21.4% | $6,269-46.5% | $4,297-22.0% |