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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 | $45,650 | $110,379-58.6% | $102,412-55.4% | $145,884-68.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 8.43% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,540 | $4,216-63.5% | $3,870-60.2% | $4,662-67.0% |
| Participant deferral / active EE | $2,700 | $5,622-52.0% | $5,060-46.6% | $6,690-59.6% |
| Admin fee / account holder | $10,778 | $9,745+10.6% | $8,388+28.5% | $13,392-19.5% |