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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 | $33,498 | $58,828-43.1% | $78,002-57.1% | $62,881-46.7% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 4.36% | 17.16%-12.8pp | 425.99%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,601 | $1,672-4.3% | $2,470-35.2% | $2,281-29.8% |
| Participant deferral / active EE | $3,411 | $2,686+27.0% | $3,497-2.5% | $3,203+6.5% |
| Admin fee / account holder | $573 | $4,393-87.0% | $5,481-89.6% | $4,296-86.7% |