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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 | $30,023 | $49,199-39.0% | $121,210-75.2% | $75,177-60.1% |
| Participation rate | 32.3% | 55.4%-23.2pp | 69.5%-37.3pp | 67.2%-34.9pp |
| Annual return | 13.55% | 56.04%-42.5pp | 987.41%-973.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $875 | $1,547-43.4% | $4,171-79.0% | $2,671-67.2% |
| Participant deferral / active EE | $1,732 | $2,630-34.2% | $4,084-57.6% | $4,126-58.0% |
| Admin fee / account holder | $777 | $3,946-80.3% | $5,647-86.2% | $5,651-86.3% |