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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 | $67,979 | $72,486-6.2% | $87,103-22.0% | $72,976-6.8% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.9%-18.1pp | 69.5%-10.8pp |
| Annual return | 2.23% | 24.46%-22.2pp | 28.19%-26.0pp | 81.02%-78.8pp |
| Employer contribution / active EE | $794 | $1,894-58.1% | $2,521-68.5% | $2,440-67.5% |
| Participant deferral / active EE | $2,448 | $3,270-25.1% | $4,049-39.5% | $3,608-32.2% |
| Admin fee / account holder | $2,882 | $5,055-43.0% | $7,491-61.5% | $5,124-43.7% |