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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 | $67,135 | $77,492-13.4% | $100,398-33.1% | $80,911-17.0% |
| Participation rate | 64.8% | 76.9%-12.1pp | 81.5%-16.7pp | 67.6%-2.8pp |
| Annual return | 11.58% | 37.23%-25.6pp | 49.32%-37.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $649 | $2,800-76.8% | $3,946-83.5% | $2,756-76.4% |
| Participant deferral / active EE | $3,846 | $6,817-43.6% | $8,084-52.4% | $4,297-10.5% |
| Admin fee / account holder | $2,391 | $5,892-59.4% | $7,893-69.7% | $6,935-65.5% |