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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 | $36,564 | $72,071-49.3% | $68,368-46.5% | $137,256-73.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.45% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,298 | $2,788-17.6% | $2,649-13.2% | $4,156-44.7% |
| Participant deferral / active EE | $2,678 | $4,410-39.3% | $4,123-35.1% | $6,407-58.2% |
| Admin fee / account holder | $880 | $5,336-83.5% | $5,150-82.9% | $12,270-92.8% |