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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 | $35,654 | $90,489-60.6% | $76,051-53.1% | $145,978-75.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 6.05% | 622.78%-616.7pp | 360.42%-354.4pp | 550.52%-544.5pp |
| Employer contribution / active EE | $158 | $3,319-95.2% | $2,690-94.1% | $4,662-96.6% |
| Participant deferral / active EE | $3,901 | $5,164-24.5% | $4,257-8.4% | $6,690-41.7% |
| Admin fee / account holder | $8,619 | $8,374+2.9% | $6,416+34.3% | $13,400-35.7% |