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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 | $43,624 | $59,448-26.6% | $93,696-53.4% | $74,459-41.4% |
| Participation rate | 25.5% | 59.6%-34.2pp | 68.7%-43.2pp | 67.2%-41.8pp |
| Annual return | 10.41% | 82.11%-71.7pp | 133.74%-123.3pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $812 | $1,266-35.8% | $2,422-66.5% | $2,626-69.1% |
| Participant deferral / active EE | $1,655 | $3,052-45.8% | $4,417-62.5% | $4,350-62.0% |
| Admin fee / account holder | $3,717 | $3,027+22.8% | $8,287-55.2% | $1,945+91.1% |