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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 | $36,636 | $58,234-37.1% | $81,783-55.2% | $80,874-54.7% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.4%-17.8pp | 67.6%-13.1pp |
| Annual return | 10.80% | 41.70%-30.9pp | 775.05%-764.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,421 | $2,341-39.3% | $2,913-51.2% | $2,756-48.4% |
| Participant deferral / active EE | $3,206 | $3,283-2.4% | $4,320-25.8% | $4,297-25.4% |
| Admin fee / account holder | $464 | $4,982-90.7% | $7,380-93.7% | $6,935-93.3% |