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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 | $42,260 | $60,305-29.9% | $81,780-48.3% | $74,400-43.2% |
| Participation rate | 44.5% | 62.9%-18.3pp | 72.4%-27.8pp | 67.2%-22.7pp |
| Annual return | 10.78% | 16.89%-6.1pp | 776.27%-765.5pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $891 | $2,623-66.0% | $2,914-69.4% | $2,624-66.1% |
| Participant deferral / active EE | $1,867 | $3,390-44.9% | $4,321-56.8% | $4,348-57.1% |
| Admin fee / account holder | $1,757 | $1,484+18.4% | $7,384-76.2% | $1,944-9.6% |