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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 | $61,061 | $61,816-1.2% | $97,260-37.2% | $80,935-24.6% |
| Participation rate | 20.3% | 63.5%-43.2pp | 72.7%-52.4pp | 67.7%-47.4pp |
| Annual return | 7.41% | -558.73%+566.1pp | 75.54%-68.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $204 | $1,836-88.9% | $2,721-92.5% | $2,757-92.6% |
| Participant deferral / active EE | $1,249 | $3,027-58.7% | $4,262-70.7% | $4,299-70.9% |
| Admin fee / account holder | $32,662 | $5,166+532.3% | $5,640+479.1% | $6,924+371.7% |