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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 | $40,459 | $110,337-63.3% | $102,383-60.5% | $145,877-72.3% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 6.08% | 24.83%-18.8pp | 24.94%-18.9pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,217 | $4,216-47.4% | $3,870-42.7% | $4,663-52.5% |
| Participant deferral / active EE | $4,728 | $5,621-15.9% | $5,060-6.6% | $6,691-29.3% |
| Admin fee / account holder | $3,489 | $9,750-64.2% | $8,391-58.4% | $13,402-74.0% |