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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 | $70,994 | $176,786-59.8% | $146,643-51.6% | $167,536-57.6% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 8.95% | 24.04%-15.1pp | 22.75%-13.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,640 | $5,161-68.2% | $4,137-60.4% | $4,839-66.1% |
| Participant deferral / active EE | $3,702 | $6,440-42.5% | $5,506-32.8% | $6,342-41.6% |
| Admin fee / account holder | $5,204 | $13,262-60.8% | $10,280-49.4% | $12,315-57.7% |