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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 | $63,832 | $102,978-38.0% | $90,287-29.3% | $152,870-58.2% |
| Participation rate | 47.8% | 75.9%-28.0pp | 73.3%-25.4pp | 82.4%-34.6pp |
| Annual return | 6.33% | 95.17%-88.8pp | 78.10%-71.8pp | 345.34%-339.0pp |
| Employer contribution / active EE | $519 | $3,139-83.5% | $2,855-81.8% | $4,763-89.1% |
| Participant deferral / active EE | $3,219 | $4,281-24.8% | $3,885-17.1% | $5,850-45.0% |
| Admin fee / account holder | $2,625 | $6,171-57.5% | $5,351-50.9% | $11,597-77.4% |