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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 | $71,085 | $55,470+28.2% | $155,556-54.3% | $74,478-4.6% |
| Participation rate | 10.4% | 61.9%-51.5pp | 78.2%-67.8pp | 67.2%-56.8pp |
| Annual return | 8.66% | 269.80%-261.1pp | 64.84%-56.2pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $334 | $2,267-85.3% | $4,675-92.9% | $2,626-87.3% |
| Participant deferral / active EE | $890 | $2,838-68.6% | $5,631-84.2% | $4,350-79.5% |
| Admin fee / account holder | $6,341 | $1,744+263.6% | $15,885-60.1% | $1,946+225.9% |