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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 | $70,366-39.6% | $66,674-36.3% | $138,895-69.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 11.31% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $714 | $2,765-74.2% | $2,620-72.8% | $4,194-83.0% |
| Participant deferral / active EE | $1,150 | $4,374-73.7% | $4,084-71.8% | $6,396-82.0% |
| Admin fee / account holder | $351 | $5,262-93.3% | $5,098-93.1% | $12,562-97.2% |