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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 | $38,335 | $114,119-66.4% | $107,187-64.2% | $138,895-72.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 7.14% | 273.21%-266.1pp | 204.55%-197.4pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,626 | $4,059-59.9% | $3,782-57.0% | $4,194-61.2% |
| Participant deferral / active EE | $2,678 | $5,538-51.6% | $5,096-47.4% | $6,396-58.1% |
| Admin fee / account holder | $544 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |