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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 | $138,332 | $56,894+143.1% | $84,753+63.2% | $62,881+120.0% |
| Participation rate | 64.6% | 68.5%-4.0pp | 76.6%-12.0pp | 69.3%-4.7pp |
| Annual return | -2.64% | 6.30%-8.9pp | 22.78%-25.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $2,592 | $2,400+8.0% | $3,574-27.5% | $2,281+13.7% |
| Participant deferral / active EE | $6,273 | $2,709+131.6% | $3,712+69.0% | $3,203+95.9% |
| Admin fee / account holder | $335 | $3,581-90.6% | $5,333-93.7% | $4,296-92.2% |