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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 | $39,838 | $65,440-39.1% | $98,506-59.6% | $85,851-53.6% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.3%-26.9pp |
| Annual return | 10.91% | 21.75%-10.8pp | 1494.92%-1484.0pp | 318.63%-307.7pp |
| Employer contribution / active EE | $696 | $2,169-67.9% | $2,961-76.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,220 | $3,168-61.5% | $4,277-71.5% | $3,952-69.1% |
| Admin fee / account holder | $732 | $4,596-84.1% | $5,955-87.7% | $6,261-88.3% |