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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 | $136,586 | $51,708+164.1% | $106,619+28.1% | $62,881+117.2% |
| Participation rate | 62.8% | 66.9%-4.1pp | 78.0%-15.2pp | 69.3%-6.5pp |
| Annual return | -0.64% | 4.69%-5.3pp | 9.42%-10.1pp | 20.14%-20.8pp |
| Employer contribution / active EE | $2,844 | $1,764+61.3% | $3,947-27.9% | $2,281+24.7% |
| Participant deferral / active EE | $1,419 | $2,315-38.7% | $3,930-63.9% | $3,203-55.7% |
| Admin fee / account holder | $342 | $3,349-89.8% | $6,418-94.7% | $4,296-92.0% |