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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 | $38,846 | $65,575-40.8% | $86,209-54.9% | $75,181-48.3% |
| Participation rate | 39.7% | 60.5%-20.8pp | 69.0%-29.3pp | 67.2%-27.5pp |
| Annual return | 10.57% | 46.07%-35.5pp | 1169.05%-1158.5pp | 160.69%-150.1pp |
| Employer contribution / active EE | $402 | $1,553-74.1% | $2,381-83.1% | $2,671-84.9% |
| Participant deferral / active EE | $2,077 | $3,023-31.3% | $3,986-47.9% | $4,126-49.7% |
| Admin fee / account holder | $1,536 | $5,470-71.9% | $6,853-77.6% | $5,650-72.8% |