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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 | $41,133 | $70,684-41.8% | $169,390-75.7% | $75,173-45.3% |
| Participation rate | 44.6% | 64.8%-20.2pp | 77.2%-32.5pp | 67.2%-22.6pp |
| Annual return | 13.89% | 36.38%-22.5pp | 406.07%-392.2pp | 160.72%-146.8pp |
| Employer contribution / active EE | $941 | $2,211-57.4% | $4,013-76.5% | $2,671-64.8% |
| Participant deferral / active EE | $1,443 | $4,310-66.5% | $6,222-76.8% | $4,126-65.0% |
| Admin fee / account holder | $4,268 | $5,404-21.0% | $9,015-52.7% | $5,651-24.5% |