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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 | $70,607 | $132,099-46.5% | $115,599-38.9% | $138,895-49.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.3%-18.7pp | 79.9%-24.4pp |
| Annual return | 3.60% | 176.76%-173.2pp | 111.10%-107.5pp | 145.39%-141.8pp |
| Employer contribution / active EE | $113 | $3,416-96.7% | $2,955-96.2% | $4,194-97.3% |
| Participant deferral / active EE | $2,294 | $5,617-59.2% | $4,889-53.1% | $6,396-64.1% |
| Admin fee / account holder | $25,482 | $15,650+62.8% | $12,841+98.4% | $12,562+102.8% |