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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 | $14,581 | $110,410-86.8% | $102,437-85.8% | $145,897-90.0% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 8.84% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,228 | $4,217-70.9% | $3,871-68.3% | $4,663-73.7% |
| Participant deferral / active EE | $3,067 | $5,622-45.4% | $5,060-39.4% | $6,689-54.2% |
| Admin fee / account holder | $2,583 | $9,745-73.5% | $8,388-69.2% | $13,390-80.7% |