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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 | $86,741 | $110,410-21.4% | $102,437-15.3% | $145,897-40.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.82% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,650 | $4,217-60.9% | $3,871-57.4% | $4,663-64.6% |
| Participant deferral / active EE | $4,711 | $5,622-16.2% | $5,060-6.9% | $6,689-29.6% |
| Admin fee / account holder | $4,589 | $9,745-52.9% | $8,388-45.3% | $13,390-65.7% |