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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 | $31,740 | $210,908-85.0% | $153,643-79.3% | $145,884-78.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.20% | 13.46%-5.3pp | 15.71%-7.5pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,020 | $6,055-66.6% | $5,039-59.9% | $4,662-56.7% |
| Participant deferral / active EE | $4,704 | $7,976-41.0% | $6,754-30.4% | $6,690-29.7% |
| Admin fee / account holder | $14,378 | $19,477-26.2% | $12,739+12.9% | $13,392+7.4% |