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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 | $40,643 | $45,900-11.5% | $94,057-56.8% | $64,340-36.8% |
| Participation rate | 37.8% | 50.6%-12.7pp | 73.3%-35.5pp | 55.2%-17.4pp |
| Annual return | 10.39% | 50.47%-40.1pp | 480.62%-470.2pp | 24.14%-13.8pp |
| Employer contribution / active EE | $1,150 | $1,612-28.7% | $2,933-60.8% | $1,862-38.2% |
| Participant deferral / active EE | $1,692 | $2,102-19.5% | $4,709-64.1% | $2,980-43.2% |
| Admin fee / account holder | $9,949 | $3,143+216.5% | $7,244+37.3% | $3,703+168.7% |