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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 | $83,940 | $111,814-24.9% | $103,374-18.8% | $145,959-42.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.85% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,232 | $4,214-47.0% | $3,869-42.3% | $4,661-52.1% |
| Participant deferral / active EE | $4,454 | $5,618-20.7% | $5,058-11.9% | $6,689-33.4% |
| Admin fee / account holder | $977 | $9,754-90.0% | $8,394-88.4% | $13,398-92.7% |