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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 | $63,020 | $85,766-26.5% | $136,298-53.8% | $70,126-10.1% |
| Participation rate | 48.8% | 74.2%-25.4pp | 81.9%-33.1pp | 69.5%-20.8pp |
| Annual return | 10.18% | 31.46%-21.3pp | 5156.27%-5146.1pp | 73.15%-63.0pp |
| Employer contribution / active EE | $312 | $2,966-89.5% | $4,696-93.4% | $2,343-86.7% |
| Participant deferral / active EE | $4,759 | $5,051-5.8% | $6,247-23.8% | $3,332+42.8% |
| Admin fee / account holder | $7,588 | $5,421+40.0% | $9,244-17.9% | $4,645+63.3% |