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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 | $40,848 | $101,653-59.8% | $147,080-72.2% | $74,459-45.1% |
| Participation rate | 44.3% | 75.6%-31.2pp | 82.2%-37.8pp | 67.2%-22.9pp |
| Annual return | 11.18% | 8754.98%-8743.8pp | 420.17%-409.0pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $1,613 | $3,813-57.7% | $4,933-67.3% | $2,626-38.6% |
| Participant deferral / active EE | $3,230 | $7,304-55.8% | $8,066-60.0% | $4,350-25.7% |
| Admin fee / account holder | $9,562 | $1,752+445.9% | $12,989-26.4% | $1,945+391.7% |