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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 | $32,433 | $58,241-44.3% | $81,780-60.3% | $80,911-59.9% |
| Participation rate | 38.5% | 63.4%-25.0pp | 72.4%-33.9pp | 67.6%-29.2pp |
| Annual return | 7.67% | 41.73%-34.1pp | 776.27%-768.6pp | 35.63%-28.0pp |
| Employer contribution / active EE | $1,469 | $2,343-37.3% | $2,914-49.6% | $2,756-46.7% |
| Participant deferral / active EE | $2,737 | $3,283-16.6% | $4,321-36.6% | $4,297-36.3% |
| Admin fee / account holder | $1,883 | $4,973-62.1% | $7,384-74.5% | $6,935-72.8% |