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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 | $37,814 | $55,423-31.8% | $155,602-75.7% | $74,400-49.2% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.2pp |
| Annual return | 10.06% | 269.07%-259.0pp | 64.81%-54.7pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $269 | $2,266-88.1% | $4,675-94.2% | $2,624-89.8% |
| Participant deferral / active EE | $2,085 | $2,835-26.5% | $5,629-63.0% | $4,348-52.1% |
| Admin fee / account holder | $3,734 | $1,744+114.1% | $15,923-76.5% | $1,944+92.1% |