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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 | $45,705 | $96,965-52.9% | $97,995-53.4% | $147,586-69.0% |
| Participation rate | 60.0% | 83.6%-23.6pp | 82.4%-22.4pp | 82.8%-22.8pp |
| Annual return | 5.18% | 24.11%-18.9pp | 23.94%-18.8pp | 578.59%-573.4pp |
| Employer contribution / active EE | $1,221 | $4,536-73.1% | $4,158-70.6% | $4,876-75.0% |
| Participant deferral / active EE | $4,423 | $5,081-13.0% | $5,097-13.2% | $5,439-18.7% |
| Admin fee / account holder | $1,823 | $8,120-77.6% | $5,943-69.3% | $10,886-83.3% |