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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 | $76,331 | $117,895-35.3% | $102,460-25.5% | $145,897-47.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.39% | 31.92%-23.5pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,855 | $3,619-48.7% | $3,025-38.7% | $4,663-60.2% |
| Participant deferral / active EE | $5,968 | $5,736+4.0% | $5,056+18.0% | $6,689-10.8% |
| Admin fee / account holder | $3,179 | $13,353-76.2% | $9,460-66.4% | $13,390-76.3% |