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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 | $63,493 | $67,606-6.1% | $82,313-22.9% | $70,124-9.5% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.9%-14.0pp | 69.5%-6.7pp |
| Annual return | 9.93% | 21.57%-11.6pp | 25.88%-15.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $670 | $1,755-61.8% | $2,428-72.4% | $2,342-71.4% |
| Participant deferral / active EE | $3,768 | $2,987+26.2% | $3,706+1.7% | $3,332+13.1% |
| Admin fee / account holder | $4,147 | $4,512-8.1% | $5,608-26.0% | $4,645-10.7% |