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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 | $31,483 | $65,555-52.0% | $86,216-63.5% | $75,173-58.1% |
| Participation rate | 42.6% | 60.5%-17.9pp | 69.0%-26.4pp | 67.2%-24.6pp |
| Annual return | 1.44% | 46.07%-44.6pp | 1169.42%-1168.0pp | 160.72%-159.3pp |
| Employer contribution / active EE | $2,084 | $1,553+34.2% | $2,382-12.5% | $2,671-22.0% |
| Participant deferral / active EE | $4,779 | $3,023+58.1% | $3,986+19.9% | $4,126+15.8% |
| Admin fee / account holder | $7,327 | $5,469+34.0% | $6,853+6.9% | $5,651+29.7% |