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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 | $31,654 | $48,327-34.5% | $67,575-53.2% | $80,935-60.9% |
| Participation rate | 48.7% | 66.4%-17.7pp | 72.9%-24.2pp | 67.7%-18.9pp |
| Annual return | 8.35% | 18.31%-10.0pp | 3528.98%-3520.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $710 | $2,022-64.9% | $2,736-74.0% | $2,757-74.2% |
| Participant deferral / active EE | $1,394 | $2,927-52.4% | $4,003-65.2% | $4,299-67.6% |
| Admin fee / account holder | $2,962 | $3,692-19.8% | $3,993-25.8% | $6,924-57.2% |