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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 | $39,741 | $69,774-43.0% | $67,575-41.2% | $74,459-46.6% |
| Participation rate | 42.3% | 71.4%-29.0pp | 72.9%-30.6pp | 67.2%-24.9pp |
| Annual return | 9.40% | -40.53%+49.9pp | 3528.98%-3519.6pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $727 | $2,710-73.2% | $2,736-73.4% | $2,626-72.3% |
| Participant deferral / active EE | $2,718 | $3,636-25.3% | $4,003-32.1% | $4,350-37.5% |
| Admin fee / account holder | $5,274 | $890+492.8% | $3,993+32.1% | $1,945+171.2% |