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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 | $37,477 | $57,305-34.6% | $86,640-56.7% | $75,173-50.1% |
| Participation rate | 50.7% | 63.2%-12.5pp | 71.7%-21.0pp | 67.2%-16.5pp |
| Annual return | 11.22% | 2674.24%-2663.0pp | 592.52%-581.3pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,909 | $2,316-17.6% | $3,024-36.9% | $2,671-28.5% |
| Participant deferral / active EE | $3,345 | $3,320+0.8% | $4,438-24.6% | $4,126-18.9% |
| Admin fee / account holder | $9,843 | $4,116+139.1% | $5,616+75.3% | $5,651+74.2% |