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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 | $39,440 | $72,071-45.3% | $68,368-42.3% | $137,256-71.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 12.44% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $763 | $2,788-72.6% | $2,649-71.2% | $4,156-81.6% |
| Participant deferral / active EE | $758 | $4,410-82.8% | $4,123-81.6% | $6,407-88.2% |
| Admin fee / account holder | $7,637 | $5,336+43.1% | $5,150+48.3% | $12,270-37.8% |