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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 | $44,091 | $51,638-14.6% | $68,368-35.5% | $82,448-46.5% |
| Participation rate | 37.9% | 63.6%-25.7pp | 73.8%-35.8pp | 68.1%-30.1pp |
| Annual return | 12.10% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $580 | $2,047-71.7% | $2,649-78.1% | $2,551-77.3% |
| Participant deferral / active EE | $1,957 | $2,914-32.8% | $4,123-52.5% | $4,139-52.7% |
| Admin fee / account holder | $2,018 | $4,643-56.5% | $5,150-60.8% | $7,234-72.1% |