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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 | $36,577 | $110,410-66.9% | $102,437-64.3% | $145,897-74.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 7.93% | 24.85%-16.9pp | 24.95%-17.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,297 | $4,217-45.5% | $3,871-40.6% | $4,663-50.7% |
| Participant deferral / active EE | $9,962 | $5,622+77.2% | $5,060+96.9% | $6,689+48.9% |
| Admin fee / account holder | $667 | $9,745-93.2% | $8,388-92.1% | $13,390-95.0% |