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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 | $69,334 | $71,208-2.6% | $93,681-26.0% | $80,911-14.3% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.6%-11.2pp |
| Annual return | 5.60% | 11.27%-5.7pp | 133.47%-127.9pp | 35.63%-30.0pp |
| Employer contribution / active EE | $1,773 | $1,564+13.3% | $2,422-26.8% | $2,756-35.7% |
| Participant deferral / active EE | $2,739 | $4,035-32.1% | $4,415-38.0% | $4,297-36.3% |
| Admin fee / account holder | $11,175 | $6,951+60.8% | $8,290+34.8% | $6,935+61.1% |