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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 | $43,687 | $78,562-44.4% | $105,608-58.6% | $74,429-41.3% |
| Participation rate | 42.5% | 72.8%-30.3pp | 75.3%-32.7pp | 67.2%-24.7pp |
| Annual return | 8.17% | 15.94%-7.8pp | 116.50%-108.3pp | 1368.38%-1360.2pp |
| Employer contribution / active EE | $866 | $2,521-65.6% | $3,167-72.7% | $2,625-67.0% |
| Participant deferral / active EE | $3,977 | $4,321-8.0% | $5,010-20.6% | $4,348-8.5% |
| Admin fee / account holder | $4,794 | $2,217+116.3% | $11,028-56.5% | $1,944+146.6% |