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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 | $27,696 | $49,249-43.8% | $70,476-60.7% | $79,852-65.3% |
| Participation rate | 51.9% | 69.2%-17.3pp | 75.1%-23.2pp | 69.6%-17.8pp |
| Annual return | 0.72% | 30.09%-29.4pp | 109.12%-108.4pp | 31.72%-31.0pp |
| Employer contribution / active EE | $1,433 | $2,100-31.8% | $2,738-47.7% | $2,471-42.0% |
| Participant deferral / active EE | $2,701 | $2,769-2.4% | $3,710-27.2% | $3,740-27.8% |
| Admin fee / account holder | $971 | $2,878-66.3% | $3,847-74.8% | $5,306-81.7% |