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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 | $42,181 | $53,063-20.5% | $124,206-66.0% | $82,637-49.0% |
| Participation rate | 41.3% | 58.4%-17.1pp | 69.6%-28.3pp | 68.1%-26.8pp |
| Annual return | 11.66% | 68.87%-57.2pp | 515.27%-503.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $319 | $1,530-79.2% | $3,540-91.0% | $2,552-87.5% |
| Participant deferral / active EE | $1,755 | $2,644-33.6% | $3,968-55.8% | $4,126-57.5% |
| Admin fee / account holder | $1,150 | $4,281-73.1% | $5,929-80.6% | $7,339-84.3% |