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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 | $54,139 | $72,071-24.9% | $68,368-20.8% | $137,256-60.6% |
| Participation rate | 34.8% | 76.2%-41.5pp | 73.8%-39.0pp | 80.0%-45.2pp |
| Annual return | 12.26% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $941 | $2,788-66.3% | $2,649-64.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,207 | $4,410-72.6% | $4,123-70.7% | $6,407-81.2% |
| Admin fee / account holder | $4,890 | $5,336-8.3% | $5,150-5.0% | $12,270-60.1% |