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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 | $69,271 | $52,911+30.9% | $73,309-5.5% | $59,633+16.2% |
| Participation rate | 26.8% | 68.2%-41.4pp | 74.9%-48.1pp | 68.7%-41.9pp |
| Annual return | -3.61% | 12.20%-15.8pp | 5.67%-9.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,240 | $1,909-35.0% | $3,237-61.7% | $2,203-43.7% |
| Participant deferral / active EE | $2,079 | $4,069-48.9% | $4,991-58.3% | $3,192-34.8% |
| Admin fee / account holder | $2,847 | $3,835-25.8% | $5,635-49.5% | $4,297-33.8% |