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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 | $31,407 | $72,071-56.4% | $68,368-54.1% | $137,256-77.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 11.21% | 353.14%-341.9pp | 292.57%-281.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,412 | $2,788-13.5% | $2,649-8.9% | $4,156-42.0% |
| Participant deferral / active EE | $2,082 | $4,410-52.8% | $4,123-49.5% | $6,407-67.5% |
| Admin fee / account holder | $3,919 | $5,336-26.5% | $5,150-23.9% | $12,270-68.1% |