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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 | $58,311-31.3% | $81,882-51.1% | $80,959-50.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 8.79% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $2,157 | $2,347-8.1% | $2,916-26.0% | $2,757-21.8% |
| Participant deferral / active EE | $3,990 | $3,287+21.4% | $4,323-7.7% | $4,300-7.2% |
| Admin fee / account holder | $701 | $4,752-85.2% | $7,360-90.5% | $6,925-89.9% |