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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 | $46,640 | $63,346-26.4% | $92,240-49.4% | $70,126-33.5% |
| Participation rate | 43.4% | 68.7%-25.3pp | 76.5%-33.1pp | 69.5%-26.1pp |
| Annual return | 12.29% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,029 | $2,471-58.3% | $3,680-72.0% | $2,343-56.1% |
| Participant deferral / active EE | $1,886 | $2,854-33.9% | $3,897-51.6% | $3,332-43.4% |
| Admin fee / account holder | $371 | $3,841-90.3% | $5,194-92.9% | $4,645-92.0% |