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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 | $31,720 | $110,379-71.3% | $102,412-69.0% | $145,884-78.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.79% | 24.84%-20.1pp | 24.94%-20.2pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,595 | $4,216-62.2% | $3,870-58.8% | $4,662-65.8% |
| Participant deferral / active EE | $4,565 | $5,622-18.8% | $5,060-9.8% | $6,690-31.8% |
| Admin fee / account holder | $1,550 | $9,745-84.1% | $8,388-81.5% | $13,392-88.4% |