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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 | $40,416 | $88,778-54.5% | $81,844-50.6% | $145,884-72.3% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.40% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,611 | $3,087-47.8% | $2,916-44.8% | $4,662-65.4% |
| Participant deferral / active EE | $1,993 | $4,648-57.1% | $4,323-53.9% | $6,690-70.2% |
| Admin fee / account holder | $7,945 | $8,430-5.8% | $7,355+8.0% | $13,392-40.7% |