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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 | $43,742 | $29,319+49.2% | $52,425-16.6% | $82,448-46.9% |
| Participation rate | 40.7% | 46.9%-6.1pp | 55.6%-14.9pp | 68.1%-27.3pp |
| Annual return | 12.17% | 535.20%-523.0pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $459 | $586-21.8% | $914-49.8% | $2,551-82.0% |
| Participant deferral / active EE | $1,111 | $1,171-5.1% | $1,790-37.9% | $4,139-73.2% |
| Admin fee / account holder | $3,331 | $1,962+69.8% | $2,495+33.5% | $7,234-54.0% |