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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 | $70,366-37.6% | $66,674-34.1% | $138,895-68.4% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.7%-38.7pp | 79.9%-44.9pp |
| Annual return | 12.64% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $902 | $2,765-67.4% | $2,620-65.6% | $4,194-78.5% |
| Participant deferral / active EE | $2,599 | $4,374-40.6% | $4,084-36.4% | $6,396-59.4% |
| Admin fee / account holder | $1,520 | $5,262-71.1% | $5,098-70.2% | $12,562-87.9% |