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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 | $43,038 | $101,653-57.7% | $147,080-70.7% | $74,459-42.2% |
| Participation rate | 40.7% | 75.6%-34.9pp | 82.2%-41.5pp | 67.2%-26.5pp |
| Annual return | 12.79% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,750 | $3,813-54.1% | $4,933-64.5% | $2,626-33.4% |
| Participant deferral / active EE | $3,768 | $7,304-48.4% | $8,066-53.3% | $4,350-13.4% |
| Admin fee / account holder | $2,927 | $1,752+67.1% | $12,989-77.5% | $1,945+50.5% |