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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 | $26,692 | $142,430-81.3% | $115,170-76.8% | $152,897-82.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 6.75% | 41.48%-34.7pp | 35.60%-28.9pp | 345.43%-338.7pp |
| Employer contribution / active EE | $1,809 | $4,011-54.9% | $3,179-43.1% | $4,764-62.0% |
| Participant deferral / active EE | $4,143 | $5,165-19.8% | $4,169-0.6% | $5,851-29.2% |
| Admin fee / account holder | $828 | $8,464-90.2% | $7,089-88.3% | $11,599-92.9% |