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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 | $44,635 | $52,353-14.7% | $120,225-62.9% | $82,448-45.9% |
| Participation rate | 34.4% | 58.3%-23.9pp | 69.6%-35.2pp | 68.1%-33.7pp |
| Annual return | 11.54% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $499 | $1,510-67.0% | $3,475-85.6% | $2,551-80.4% |
| Participant deferral / active EE | $1,498 | $2,627-43.0% | $3,999-62.5% | $4,139-63.8% |
| Admin fee / account holder | $757 | $4,363-82.6% | $5,696-86.7% | $7,234-89.5% |