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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 | $88,614 | $110,410-19.7% | $102,437-13.5% | $145,897-39.3% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.2pp |
| Annual return | 4.17% | 24.85%-20.7pp | 24.95%-20.8pp | 552.29%-548.1pp |
| Employer contribution / active EE | $2,011 | $4,217-52.3% | $3,871-48.0% | $4,663-56.9% |
| Participant deferral / active EE | $6,322 | $5,622+12.5% | $5,060+24.9% | $6,689-5.5% |
| Admin fee / account holder | $6,370 | $9,745-34.6% | $8,388-24.1% | $13,390-52.4% |