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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 | $96,703 | $110,410-12.4% | $102,437-5.6% | $145,897-33.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.84% | 24.85%-18.0pp | 24.95%-18.1pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,744 | $4,217-58.6% | $3,871-54.9% | $4,663-62.6% |
| Participant deferral / active EE | $4,673 | $5,622-16.9% | $5,060-7.6% | $6,689-30.1% |
| Admin fee / account holder | $403 | $9,745-95.9% | $8,388-95.2% | $13,390-97.0% |