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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 | $28,141 | $58,493-51.9% | $84,021-66.5% | $72,975-61.4% |
| Participation rate | 42.5% | 61.2%-18.7pp | 69.0%-26.5pp | 69.5%-27.0pp |
| Annual return | 12.90% | 28.93%-16.0pp | 71.32%-58.4pp | 81.01%-68.1pp |
| Employer contribution / active EE | $1,362 | $1,163+17.1% | $1,984-31.4% | $2,440-44.2% |
| Participant deferral / active EE | $4,503 | $2,394+88.1% | $3,239+39.0% | $3,608+24.8% |
| Admin fee / account holder | $7,720 | $4,569+69.0% | $6,102+26.5% | $5,124+50.7% |