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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 | $55,461 | $106,267-47.8% | $96,520-42.5% | $139,456-60.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 8.26% | 38.45%-30.2pp | 35.72%-27.5pp | 373.45%-365.2pp |
| Employer contribution / active EE | $1,689 | $4,105-58.9% | $3,739-54.8% | $4,753-64.5% |
| Participant deferral / active EE | $4,620 | $5,454-15.3% | $4,879-5.3% | $6,711-31.2% |
| Admin fee / account holder | $3,227 | $7,882-59.1% | $6,733-52.1% | $11,407-71.7% |