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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 | $41,474 | $48,284-14.1% | $67,524-38.6% | $80,911-48.7% |
| Participation rate | 19.0% | 66.4%-47.3pp | 72.9%-53.9pp | 67.6%-48.6pp |
| Annual return | 8.26% | 18.27%-10.0pp | 3519.41%-3511.1pp | 35.63%-27.4pp |
| Employer contribution / active EE | $378 | $2,021-81.3% | $2,734-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $1,864 | $2,927-36.3% | $4,001-53.4% | $4,297-56.6% |
| Admin fee / account holder | $440 | $3,688-88.1% | $4,001-89.0% | $6,935-93.7% |