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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 | $44,286 | $110,410-59.9% | $102,437-56.8% | $145,897-69.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.13% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,914 | $4,217-54.6% | $3,871-50.5% | $4,663-58.9% |
| Participant deferral / active EE | $3,000 | $5,622-46.6% | $5,060-40.7% | $6,689-55.2% |
| Admin fee / account holder | $1,195 | $9,745-87.7% | $8,388-85.8% | $13,390-91.1% |