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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 | $55,054 | $48,050+14.6% | $85,969-36.0% | $59,633-7.7% |
| Participation rate | 61.1% | 64.5%-3.3pp | 76.5%-15.4pp | 68.7%-7.6pp |
| Annual return | -3.54% | 0.29%-3.8pp | 9.32%-12.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,839 | $1,640+73.2% | $3,474-18.3% | $2,203+28.9% |
| Participant deferral / active EE | $1,848 | $2,249-17.8% | $3,829-51.7% | $3,192-42.1% |
| Admin fee / account holder | $16,582 | $3,206+417.2% | $6,053+173.9% | $4,297+285.9% |