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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 | $73,107 | $106,280-31.2% | $96,538-24.3% | $139,487-47.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.20% | 38.48%-30.3pp | 35.74%-27.5pp | 373.84%-365.6pp |
| Employer contribution / active EE | $1,866 | $4,107-54.6% | $3,740-50.1% | $4,755-60.7% |
| Participant deferral / active EE | $6,332 | $5,457+16.0% | $4,880+29.7% | $6,713-5.7% |
| Admin fee / account holder | $2,749 | $7,888-65.2% | $6,737-59.2% | $11,407-75.9% |