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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 | $64,696 | $58,275+11.0% | $81,844-21.0% | $80,935-20.1% |
| Participation rate | 35.8% | 63.5%-27.6pp | 72.4%-36.6pp | 67.7%-31.8pp |
| Annual return | 10.03% | 41.82%-31.8pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $203 | $2,346-91.3% | $2,916-93.0% | $2,757-92.6% |
| Participant deferral / active EE | $1,075 | $3,285-67.3% | $4,323-75.1% | $4,299-75.0% |
| Admin fee / account holder | $666 | $4,749-86.0% | $7,355-90.9% | $6,924-90.4% |