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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 | $44,968 | $65,364-31.2% | $92,909-51.6% | $72,975-38.4% |
| Participation rate | 34.5% | 68.3%-33.8pp | 76.0%-41.5pp | 69.5%-35.0pp |
| Annual return | 5.49% | 42.11%-36.6pp | 109.44%-103.9pp | 81.01%-75.5pp |
| Employer contribution / active EE | $11,258 | $2,594+334.0% | $3,653+208.2% | $2,440+361.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,794 | $4,251+153.9% | $5,795+86.3% | $5,124+110.7% |