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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 | $38,320 | $110,410-65.3% | $102,437-62.6% | $145,897-73.7% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 6.66% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,788 | $4,217-57.6% | $3,871-53.8% | $4,663-61.7% |
| Participant deferral / active EE | $4,590 | $5,622-18.3% | $5,060-9.3% | $6,689-31.4% |
| Admin fee / account holder | $1,036 | $9,745-89.4% | $8,388-87.7% | $13,390-92.3% |