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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 | $30,712 | $70,366-56.4% | $66,674-53.9% | $138,895-77.9% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.7%-20.3pp | 79.9%-26.6pp |
| Annual return | 12.94% | 386.41%-373.5pp | 321.24%-308.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $274 | $2,765-90.1% | $2,620-89.6% | $4,194-93.5% |
| Participant deferral / active EE | $2,112 | $4,374-51.7% | $4,084-48.3% | $6,396-67.0% |
| Admin fee / account holder | $4,619 | $5,262-12.2% | $5,098-9.4% | $12,562-63.2% |