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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 | $79,563 | $57,350+38.7% | $83,850-5.1% | $64,181+24.0% |
| Participation rate | 62.3% | 68.6%-6.3pp | 76.1%-13.9pp | 69.6%-7.3pp |
| Annual return | -8.62% | 11.38%-20.0pp | 850.92%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,390 | $2,545-45.4% | $3,631-61.7% | $2,381-41.6% |
| Participant deferral / active EE | $3,628 | $2,993+21.2% | $4,082-11.1% | $3,470+4.6% |
| Admin fee / account holder | $5,851 | $4,046+44.6% | $5,478+6.8% | $4,887+19.7% |