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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 | $70,760 | $110,379-35.9% | $102,412-30.9% | $145,884-51.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 8.30% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,921 | $4,216-54.4% | $3,870-50.4% | $4,662-58.8% |
| Participant deferral / active EE | $2,389 | $5,622-57.5% | $5,060-52.8% | $6,690-64.3% |
| Admin fee / account holder | $6,176 | $9,745-36.6% | $8,388-26.4% | $13,392-53.9% |