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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 | $32,853 | $63,346-48.1% | $92,240-64.4% | $70,126-53.2% |
| Participation rate | 45.7% | 68.7%-23.0pp | 76.5%-30.8pp | 69.5%-23.9pp |
| Annual return | 8.64% | 530.19%-521.6pp | 176.29%-167.7pp | 73.15%-64.5pp |
| Employer contribution / active EE | $1,133 | $2,471-54.1% | $3,680-69.2% | $2,343-51.6% |
| Participant deferral / active EE | $2,302 | $2,854-19.3% | $3,897-40.9% | $3,332-30.9% |
| Admin fee / account holder | $1,758 | $3,841-54.2% | $5,194-66.2% | $4,645-62.2% |