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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 | $41,474 | $52,353-20.8% | $120,225-65.5% | $82,448-49.7% |
| Participation rate | 34.5% | 58.3%-23.8pp | 69.6%-35.1pp | 68.1%-33.6pp |
| Annual return | 11.88% | 61.85%-50.0pp | 439.23%-427.3pp | 41.64%-29.8pp |
| Employer contribution / active EE | $572 | $1,510-62.1% | $3,475-83.5% | $2,551-77.6% |
| Participant deferral / active EE | $1,580 | $2,627-39.8% | $3,999-60.5% | $4,139-61.8% |
| Admin fee / account holder | $1,274 | $4,363-70.8% | $5,696-77.6% | $7,234-82.4% |