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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 | $37,419 | $78,707-52.5% | $117,861-68.3% | $70,126-46.6% |
| Participation rate | 61.7% | 73.2%-11.5pp | 79.7%-18.0pp | 69.5%-7.9pp |
| Annual return | 11.11% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,348 | $2,223+5.6% | $3,786-38.0% | $2,343+0.3% |
| Participant deferral / active EE | $4,921 | $3,297+49.2% | $4,482+9.8% | $3,332+47.7% |
| Admin fee / account holder | $538 | $5,066-89.4% | $8,021-93.3% | $4,645-88.4% |