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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 | $57,227 | $29,670+92.9% | $56,054+2.1% | $80,911-29.3% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 3.99% | 35.24%-31.3pp | 1705.95%-1702.0pp | 35.63%-31.6pp |
| Employer contribution / active EE | $79 | $670-88.2% | $1,039-92.4% | $2,756-97.1% |
| Participant deferral / active EE | $694 | $1,227-43.4% | $1,952-64.4% | $4,297-83.8% |
| Admin fee / account holder | $2,810 | $2,431+15.6% | $2,822-0.5% | $6,935-59.5% |