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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 | $75,453 | $148,629-49.2% | $135,982-44.5% | $139,487-45.9% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 11.82% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $1,378 | $5,247-73.7% | $4,859-71.6% | $4,755-71.0% |
| Participant deferral / active EE | $4,159 | $8,102-48.7% | $7,760-46.4% | $6,713-38.0% |
| Admin fee / account holder | $11,466 | $12,406-7.6% | $10,767+6.5% | $11,407+0.5% |