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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 | $62,867 | $102,385-38.6% | $147,080-57.3% | $80,935-22.3% |
| Participation rate | 62.7% | 75.9%-13.2pp | 82.2%-19.5pp | 67.7%-4.9pp |
| Annual return | 10.60% | 135.09%-124.5pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $811 | $3,717-78.2% | $4,933-83.6% | $2,757-70.6% |
| Participant deferral / active EE | $7,977 | $6,651+19.9% | $8,066-1.1% | $4,299+85.5% |
| Admin fee / account holder | $9,120 | $7,951+14.7% | $12,989-29.8% | $6,924+31.7% |