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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 | $110,410-24.0% | $102,437-18.1% | $145,897-42.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.85% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,232 | $4,217-47.1% | $3,871-42.3% | $4,663-52.1% |
| Participant deferral / active EE | $4,454 | $5,622-20.8% | $5,060-12.0% | $6,689-33.4% |
| Admin fee / account holder | $977 | $9,745-90.0% | $8,388-88.3% | $13,390-92.7% |