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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 | $37,330 | $48,011-22.2% | $63,803-41.5% | $82,637-54.8% |
| Participation rate | 50.0% | 66.6%-16.6pp | 72.7%-22.7pp | 68.1%-18.1pp |
| Annual return | 11.32% | 19.84%-8.5pp | 543.72%-532.4pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,804 | $1,904-5.2% | $2,532-28.8% | $2,552-29.3% |
| Participant deferral / active EE | $2,371 | $2,846-16.7% | $3,843-38.3% | $4,126-42.5% |
| Admin fee / account holder | $7,183 | $3,873+85.4% | $5,196+38.2% | $7,339-2.1% |