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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 | $67,362 | $138,366-51.3% | $184,185-63.4% | $80,911-16.7% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.3pp | 67.6%-2.1pp |
| Annual return | -2.16% | 20.02%-22.2pp | 28.81%-31.0pp | 35.63%-37.8pp |
| Employer contribution / active EE | $2,858 | $4,849-41.1% | $6,426-55.5% | $2,756+3.7% |
| Participant deferral / active EE | $5,305 | $7,074-25.0% | $9,132-41.9% | $4,297+23.5% |
| Admin fee / account holder | $1,657 | $10,484-84.2% | $13,909-88.1% | $6,935-76.1% |