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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 | $23,012 | $111,814-79.4% | $103,374-77.7% | $145,959-84.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.54% | 24.77%-16.2pp | 24.89%-16.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $993 | $4,214-76.4% | $3,869-74.3% | $4,661-78.7% |
| Participant deferral / active EE | $4,215 | $5,618-25.0% | $5,058-16.7% | $6,689-37.0% |
| Admin fee / account holder | $548 | $9,754-94.4% | $8,394-93.5% | $13,398-95.9% |