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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 | $28,309 | $142,426-80.1% | $115,167-75.4% | $152,909-81.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 4.69% | 41.48%-36.8pp | 35.60%-30.9pp | 345.46%-340.8pp |
| Employer contribution / active EE | $1,903 | $4,011-52.6% | $3,179-40.2% | $4,764-60.1% |
| Participant deferral / active EE | $2,558 | $5,165-50.5% | $4,169-38.6% | $5,851-56.3% |
| Admin fee / account holder | $2,405 | $8,464-71.6% | $7,089-66.1% | $11,601-79.3% |