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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 | $52,107 | $52,353-0.5% | $120,225-56.7% | $82,448-36.8% |
| Participation rate | 45.5% | 58.3%-12.9pp | 69.6%-24.1pp | 68.1%-22.6pp |
| Annual return | 13.17% | 61.85%-48.7pp | 439.23%-426.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,509 | $1,510-0.1% | $3,475-56.6% | $2,551-40.8% |
| Participant deferral / active EE | $2,200 | $2,627-16.2% | $3,999-45.0% | $4,139-46.8% |
| Admin fee / account holder | $553 | $4,363-87.3% | $5,696-90.3% | $7,234-92.4% |