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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 | $81,351 | $148,629-45.3% | $135,982-40.2% | $139,487-41.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 10.75% | 79.33%-68.6pp | 68.32%-57.6pp | 373.84%-363.1pp |
| Employer contribution / active EE | $1,079 | $5,247-79.4% | $4,859-77.8% | $4,755-77.3% |
| Participant deferral / active EE | $6,563 | $8,102-19.0% | $7,760-15.4% | $6,713-2.2% |
| Admin fee / account holder | $2,675 | $12,406-78.4% | $10,767-75.2% | $11,407-76.6% |