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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,152 | $55,472-33.0% | $155,567-76.1% | $74,546-50.2% |
| Participation rate | 52.8% | 61.9%-9.1pp | 78.2%-25.4pp | 67.2%-14.4pp |
| Annual return | 10.61% | 268.72%-258.1pp | 64.74%-54.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $247 | $2,269-89.1% | $4,674-94.7% | $2,624-90.6% |
| Participant deferral / active EE | $2,120 | $2,838-25.3% | $5,628-62.3% | $4,347-51.2% |
| Admin fee / account holder | $3,079 | $1,743+76.7% | $15,916-80.7% | $1,944+58.4% |