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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 | $41,813 | $28,624+46.1% | $53,647-22.1% | $82,637-49.4% |
| Participation rate | 39.5% | 47.3%-7.7pp | 56.3%-16.7pp | 68.1%-28.5pp |
| Annual return | 14.29% | 664.98%-650.7pp | 358.33%-344.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $824 | $637+29.4% | $962-14.4% | $2,552-67.7% |
| Participant deferral / active EE | $963 | $1,196-19.5% | $1,813-46.9% | $4,126-76.7% |
| Admin fee / account holder | $1,197 | $2,022-40.8% | $2,460-51.4% | $7,339-83.7% |