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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 | $20,129 | $16,790+19.9% | $64,489-68.8% | $67,986-70.4% |
| Participation rate | 26.7% | 62.4%-35.7pp | 67.7%-41.0pp | 57.2%-30.5pp |
| Annual return | 15.56% | 30.55%-15.0pp | 55.03%-39.5pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $976 | $1,510-35.4% | $2,778-64.9% | $3,358-70.9% |
| Admin fee / account holder | $1,749 | $1,690+3.5% | $4,260-58.9% | $3,203-45.4% |