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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 | $33,519 | $55,889-40.0% | $76,119-56.0% | $80,935-58.6% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 9.06% | 20.58%-11.5pp | 361.25%-352.2pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,712 | $1,866-8.3% | $2,693-36.4% | $2,757-37.9% |
| Participant deferral / active EE | $2,957 | $3,051-3.1% | $4,259-30.6% | $4,299-31.2% |
| Admin fee / account holder | $4,667 | $5,241-11.0% | $6,421-27.3% | $6,924-32.6% |