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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 | $45,798 | $72,071-36.5% | $68,368-33.0% | $137,256-66.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 12.34% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $626 | $2,788-77.5% | $2,649-76.4% | $4,156-84.9% |
| Participant deferral / active EE | $2,945 | $4,410-33.2% | $4,123-28.6% | $6,407-54.0% |
| Admin fee / account holder | $996 | $5,336-81.3% | $5,150-80.7% | $12,270-91.9% |