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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 | $73,544 | $58,275+26.2% | $81,844-10.1% | $80,935-9.1% |
| Participation rate | 8.7% | 63.5%-54.8pp | 72.4%-63.7pp | 67.7%-59.0pp |
| Annual return | 7.81% | 41.82%-34.0pp | 778.87%-771.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $200 | $2,346-91.5% | $2,916-93.2% | $2,757-92.8% |
| Participant deferral / active EE | $869 | $3,285-73.6% | $4,323-79.9% | $4,299-79.8% |
| Admin fee / account holder | $1,260 | $4,749-73.5% | $7,355-82.9% | $6,924-81.8% |