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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 | $43,680 | $28,624+52.6% | $53,647-18.6% | $82,637-47.1% |
| Participation rate | 41.8% | 47.3%-5.5pp | 56.3%-14.5pp | 68.1%-26.3pp |
| Annual return | 13.12% | 664.98%-651.9pp | 358.33%-345.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,320 | $1,196+10.3% | $1,813-27.2% | $4,126-68.0% |
| Admin fee / account holder | $919 | $2,022-54.5% | $2,460-62.6% | $7,339-87.5% |