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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 | $39,306 | $88,672-55.7% | $105,223-62.6% | $82,448-52.3% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 4.44% | 30.86%-26.4pp | 180.65%-176.2pp | 41.64%-37.2pp |
| Employer contribution / active EE | $2,607 | $3,048-14.5% | $3,689-29.3% | $2,551+2.2% |
| Participant deferral / active EE | $2,209 | $4,036-45.3% | $5,072-56.4% | $4,139-46.6% |
| Admin fee / account holder | $2,670 | $7,146-62.6% | $8,859-69.9% | $7,234-63.1% |