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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 | $44,604 | $48,284-7.6% | $67,524-33.9% | $80,911-44.9% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.6%-23.2pp |
| Annual return | 9.16% | 18.27%-9.1pp | 3519.41%-3510.2pp | 35.63%-26.5pp |
| Employer contribution / active EE | $467 | $2,021-76.9% | $2,734-82.9% | $2,756-83.0% |
| Participant deferral / active EE | $2,091 | $2,927-28.6% | $4,001-47.8% | $4,297-51.3% |
| Admin fee / account holder | $17,458 | $3,688+373.4% | $4,001+336.4% | $6,935+151.8% |