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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 | $59,359 | $76,367-22.3% | $93,614-36.6% | $72,983-18.7% |
| Participation rate | 69.0% | 71.7%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 15.33% | 25.82%-10.5pp | 32.76%-17.4pp | 81.01%-65.7pp |
| Employer contribution / active EE | $675 | $2,275-70.3% | $2,718-75.2% | $2,440-72.3% |
| Participant deferral / active EE | $1,552 | $3,538-56.1% | $4,069-61.9% | $3,608-57.0% |
| Admin fee / account holder | $4,747 | $6,838-30.6% | $7,889-39.8% | $5,124-7.4% |