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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 | $40,058 | $58,258-31.2% | $81,820-51.0% | $80,925-50.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 8.79% | 41.76%-33.0pp | 777.93%-769.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $2,157 | $2,345-8.0% | $2,915-26.0% | $2,756-21.8% |
| Participant deferral / active EE | $3,990 | $3,284+21.5% | $4,323-7.7% | $4,299-7.2% |
| Admin fee / account holder | $701 | $4,976-85.9% | $7,391-90.5% | $6,940-89.9% |