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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 | $42,092 | $81,208-48.2% | $98,920-57.4% | $79,852-47.3% |
| Participation rate | 40.7% | 72.5%-31.8pp | 76.0%-35.3pp | 69.6%-28.9pp |
| Annual return | 2.02% | 60.99%-59.0pp | 196.47%-194.5pp | 31.72%-29.7pp |
| Employer contribution / active EE | $646 | $1,960-67.0% | $2,689-76.0% | $2,471-73.9% |
| Participant deferral / active EE | $1,884 | $3,265-42.3% | $4,245-55.6% | $3,740-49.6% |
| Admin fee / account holder | $1,402 | $6,013-76.7% | $6,643-78.9% | $5,306-73.6% |