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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 | $23,764 | $29,736-20.1% | $56,033-57.6% | $80,935-70.6% |
| Participation rate | 27.8% | 41.7%-13.9pp | 52.5%-24.7pp | 67.7%-39.9pp |
| Annual return | 10.40% | 35.28%-24.9pp | 1711.38%-1701.0pp | 35.66%-25.3pp |
| Employer contribution / active EE | $685 | $671+2.1% | $1,041-34.2% | $2,757-75.1% |
| Participant deferral / active EE | $1,290 | $1,228+5.0% | $1,954-34.0% | $4,299-70.0% |
| Admin fee / account holder | $364 | $2,434-85.0% | $2,827-87.1% | $6,924-94.7% |