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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 | $71,230-2.7% | $93,727-26.0% | $80,959-14.4% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.7%-11.3pp |
| Annual return | 5.60% | 11.26%-5.7pp | 133.83%-128.2pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,773 | $1,565+13.2% | $2,421-26.8% | $2,757-35.7% |
| Participant deferral / active EE | $2,739 | $4,037-32.2% | $4,417-38.0% | $4,300-36.3% |
| Admin fee / account holder | $11,175 | $6,961+60.5% | $8,292+34.8% | $6,925+61.4% |