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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 | $42,477 | $72,071-41.1% | $68,368-37.9% | $137,256-69.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.31% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $714 | $2,788-74.4% | $2,649-73.0% | $4,156-82.8% |
| Participant deferral / active EE | $1,150 | $4,410-73.9% | $4,123-72.1% | $6,407-82.1% |
| Admin fee / account holder | $351 | $5,336-93.4% | $5,150-93.2% | $12,270-97.1% |