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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 | $29,736+92.4% | $56,033+2.1% | $80,935-29.3% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-56.9pp |
| Annual return | 3.99% | 35.28%-31.3pp | 1711.38%-1707.4pp | 35.66%-31.7pp |
| Employer contribution / active EE | $79 | $671-88.2% | $1,041-92.4% | $2,757-97.1% |
| Participant deferral / active EE | $694 | $1,228-43.5% | $1,954-64.5% | $4,299-83.9% |
| Admin fee / account holder | $2,810 | $2,434+15.4% | $2,827-0.6% | $6,924-59.4% |