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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 | $88,702-54.4% | $81,780-50.6% | $145,978-72.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.40% | 1029.12%-1019.7pp | 776.27%-766.9pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,611 | $3,084-47.8% | $2,914-44.7% | $4,662-65.4% |
| Participant deferral / active EE | $1,993 | $4,645-57.1% | $4,321-53.9% | $6,690-70.2% |
| Admin fee / account holder | $7,945 | $8,414-5.6% | $7,384+7.6% | $13,400-40.7% |