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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 | $80,713 | $29,670+172.0% | $56,054+44.0% | $80,911-0.2% |
| Participation rate | 7.1% | 41.7%-34.5pp | 52.5%-45.3pp | 67.6%-60.5pp |
| Annual return | 8.44% | 35.24%-26.8pp | 1705.95%-1697.5pp | 35.63%-27.2pp |
| Employer contribution / active EE | $489 | $670-27.0% | $1,039-52.9% | $2,756-82.3% |
| Participant deferral / active EE | $1,108 | $1,227-9.7% | $1,952-43.2% | $4,297-74.2% |
| Admin fee / account holder | $1,195 | $2,431-50.9% | $2,822-57.7% | $6,935-82.8% |