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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 | $34,686 | $110,337-68.6% | $102,383-66.1% | $145,877-76.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.51% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,254 | $4,216-70.3% | $3,870-67.6% | $4,663-73.1% |
| Participant deferral / active EE | $3,074 | $5,621-45.3% | $5,060-39.2% | $6,691-54.1% |
| Admin fee / account holder | $3,712 | $9,750-61.9% | $8,391-55.8% | $13,402-72.3% |