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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 | $53,124 | $111,785-52.5% | $93,669-43.3% | $145,877-63.6% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 7.82% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $296 | $3,096-90.4% | $2,424-87.8% | $4,663-93.7% |
| Participant deferral / active EE | $1,549 | $4,919-68.5% | $4,416-64.9% | $6,691-76.9% |
| Admin fee / account holder | $5,089 | $10,256-50.4% | $8,291-38.6% | $13,402-62.0% |