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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 | $34,556 | $48,337-28.5% | $67,560-48.9% | $80,959-57.3% |
| Participation rate | 51.9% | 66.4%-14.6pp | 72.9%-21.1pp | 67.7%-15.8pp |
| Annual return | 11.11% | 18.26%-7.2pp | 3533.50%-3522.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,112 | $2,023-45.0% | $2,737-59.4% | $2,757-59.7% |
| Participant deferral / active EE | $3,773 | $2,928+28.8% | $4,004-5.8% | $4,300-12.3% |
| Admin fee / account holder | $367 | $3,695-90.1% | $3,994-90.8% | $6,925-94.7% |