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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 | $41,367 | $85,766-51.8% | $136,298-69.6% | $70,126-41.0% |
| Participation rate | 42.4% | 74.2%-31.7pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 13.77% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,161 | $2,966-60.8% | $4,696-75.3% | $2,343-50.4% |
| Participant deferral / active EE | $4,693 | $5,051-7.1% | $6,247-24.9% | $3,332+40.9% |
| Admin fee / account holder | $312 | $5,421-94.2% | $9,244-96.6% | $4,645-93.3% |