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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 | $44,891 | $102,385-56.2% | $147,080-69.5% | $80,935-44.5% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.8pp |
| Annual return | 5.32% | 135.09%-129.8pp | 420.17%-414.8pp | 35.66%-30.3pp |
| Employer contribution / active EE | $619 | $3,717-83.3% | $4,933-87.4% | $2,757-77.5% |
| Participant deferral / active EE | $4,779 | $6,651-28.1% | $8,066-40.8% | $4,299+11.2% |
| Admin fee / account holder | $1,304 | $7,951-83.6% | $12,989-90.0% | $6,924-81.2% |