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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 | $70,782 | $124,330-43.1% | $109,173-35.2% | $167,536-57.8% |
| Participation rate | 41.2% | 79.5%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 7.97% | 26.04%-18.1pp | 25.75%-17.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,594 | $4,209-62.1% | $3,723-57.2% | $4,839-67.1% |
| Participant deferral / active EE | $2,058 | $5,256-60.9% | $4,654-55.8% | $6,342-67.6% |
| Admin fee / account holder | $2,555 | $7,974-68.0% | $6,755-62.2% | $12,315-79.2% |