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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 | $43,924 | $72,071-39.1% | $68,368-35.8% | $137,256-68.0% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 12.64% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $902 | $2,788-67.7% | $2,649-66.0% | $4,156-78.3% |
| Participant deferral / active EE | $2,599 | $4,410-41.1% | $4,123-36.9% | $6,407-59.4% |
| Admin fee / account holder | $1,520 | $5,336-71.5% | $5,150-70.5% | $12,270-87.6% |