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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 | $45,689 | $106,005-56.9% | $92,239-50.5% | $147,585-69.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 7.15% | 50.05%-42.9pp | 176.29%-169.1pp | 578.58%-571.4pp |
| Employer contribution / active EE | $1,022 | $4,333-76.4% | $3,680-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $1,520 | $4,478-66.1% | $3,897-61.0% | $5,439-72.0% |
| Admin fee / account holder | $1,347 | $6,333-78.7% | $5,194-74.1% | $10,886-87.6% |