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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 | $45,608 | $72,071-36.7% | $68,368-33.3% | $137,256-66.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 8.00% | 353.14%-345.1pp | 292.57%-284.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $498 | $2,788-82.1% | $2,649-81.2% | $4,156-88.0% |
| Participant deferral / active EE | $599 | $4,410-86.4% | $4,123-85.5% | $6,407-90.6% |
| Admin fee / account holder | $366 | $5,336-93.1% | $5,150-92.9% | $12,270-97.0% |