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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 | $24,267 | $27,800-12.7% | $58,507-58.5% | $71,529-66.1% |
| Participation rate | 34.9% | 34.6%+0.3pp | 50.9%-15.9pp | 67.9%-33.0pp |
| Annual return | 13.14% | 26.80%-13.7pp | 4252.32%-4239.2pp | 28.97%-15.8pp |
| Employer contribution / active EE | $678 | $632+7.3% | $1,053-35.7% | $2,590-73.8% |
| Participant deferral / active EE | $1,030 | $1,208-14.7% | $1,922-46.4% | $4,291-76.0% |
| Admin fee / account holder | $1,344 | $1,637-17.9% | $2,486-46.0% | $1,588-15.4% |