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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 | $71,197-2.6% | $93,669-26.0% | $80,925-14.3% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.7%-11.2pp |
| Annual return | 5.60% | 11.27%-5.7pp | 133.59%-128.0pp | 35.65%-30.1pp |
| Employer contribution / active EE | $1,773 | $1,565+13.3% | $2,424-26.9% | $2,756-35.7% |
| Participant deferral / active EE | $2,739 | $4,036-32.1% | $4,416-38.0% | $4,299-36.3% |
| Admin fee / account holder | $11,175 | $6,959+60.6% | $8,291+34.8% | $6,940+61.0% |