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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 | $59,375 | $60,349-1.6% | $74,184-20.0% | $62,881-5.6% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 3.24% | 21.38%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $965 | $1,680-42.6% | $2,370-59.3% | $2,281-57.7% |
| Participant deferral / active EE | $2,438 | $2,856-14.6% | $3,550-31.3% | $3,203-23.9% |
| Admin fee / account holder | $4,987 | $4,261+17.0% | $5,586-10.7% | $4,296+16.1% |