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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 | $82,492 | $211,288-61.0% | $178,540-53.8% | $145,884-43.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.45% | 30.27%-22.8pp | 27.15%-19.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,009 | $4,574-77.9% | $3,953-74.5% | $4,662-78.4% |
| Participant deferral / active EE | $4,461 | $6,967-36.0% | $6,281-29.0% | $6,690-33.3% |
| Admin fee / account holder | $625 | $12,105-94.8% | $10,424-94.0% | $13,392-95.3% |