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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 | $38,487 | $58,258-33.9% | $81,820-53.0% | $80,925-52.4% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 9.30% | 41.76%-32.5pp | 777.93%-768.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $467 | $2,345-80.1% | $2,915-84.0% | $2,756-83.1% |
| Participant deferral / active EE | $2,126 | $3,284-35.3% | $4,323-50.8% | $4,299-50.6% |
| Admin fee / account holder | $3,175 | $4,976-36.2% | $7,391-57.0% | $6,940-54.3% |