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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 | $37,583 | $160,028-76.5% | $147,080-74.4% | $145,884-74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.94% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,942 | $5,286-44.3% | $4,933-40.4% | $4,662-36.9% |
| Participant deferral / active EE | $3,000 | $8,422-64.4% | $8,066-62.8% | $6,690-55.2% |
| Admin fee / account holder | $335 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |