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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 | $52,898 | $51,638+2.4% | $68,368-22.6% | $82,448-35.8% |
| Participation rate | 36.0% | 63.6%-27.6pp | 73.8%-37.8pp | 68.1%-32.1pp |
| Annual return | 11.66% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,027 | $2,047-49.8% | $2,649-61.2% | $2,551-59.7% |
| Participant deferral / active EE | $2,192 | $2,914-24.8% | $4,123-46.8% | $4,139-47.1% |
| Admin fee / account holder | $810 | $4,643-82.6% | $5,150-84.3% | $7,234-88.8% |