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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 | $33,785 | $117,433-71.2% | $99,475-66.0% | $152,897-77.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 5.70% | 31.87%-26.2pp | 30.72%-25.0pp | 345.43%-339.7pp |
| Employer contribution / active EE | $1,187 | $3,013-60.6% | $2,540-53.3% | $4,764-75.1% |
| Participant deferral / active EE | $1,187 | $4,086-70.9% | $3,619-67.2% | $5,851-79.7% |
| Admin fee / account holder | $1,565 | $7,634-79.5% | $6,252-75.0% | $11,599-86.5% |