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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 | $35,456 | $69,708-49.1% | $67,560-47.5% | $74,478-52.4% |
| Participation rate | 59.8% | 71.4%-11.6pp | 72.9%-13.1pp | 67.2%-7.4pp |
| Annual return | 11.60% | -40.67%+52.3pp | 3533.50%-3521.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $567 | $2,715-79.1% | $2,737-79.3% | $2,626-78.4% |
| Participant deferral / active EE | $2,387 | $3,637-34.4% | $4,004-40.4% | $4,350-45.1% |
| Admin fee / account holder | $745 | $887-16.0% | $3,994-81.3% | $1,946-61.7% |