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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 | $35,321 | $110,337-68.0% | $102,383-65.5% | $145,877-75.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 7.82% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,679 | $4,216-60.2% | $3,870-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $3,310 | $5,621-41.1% | $5,060-34.6% | $6,691-50.5% |
| Admin fee / account holder | $2,686 | $9,750-72.4% | $8,391-68.0% | $13,402-80.0% |