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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 | $42,239 | $85,171-50.4% | $172,753-75.5% | $72,976-42.1% |
| Participation rate | 44.8% | 70.1%-25.2pp | 82.6%-37.8pp | 69.5%-24.7pp |
| Annual return | 13.31% | 27.32%-14.0pp | 803.00%-789.7pp | 81.02%-67.7pp |
| Employer contribution / active EE | $506 | $3,324-84.8% | $5,144-90.2% | $2,440-79.2% |
| Participant deferral / active EE | $1,817 | $3,260-44.3% | $5,198-65.0% | $3,608-49.6% |
| Admin fee / account holder | $1,264 | $5,880-78.5% | $13,956-90.9% | $5,124-75.3% |