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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 | $55,446+28.2% | $155,574-54.3% | $74,429-4.5% |
| Participation rate | 10.4% | 61.9%-51.5pp | 78.2%-67.8pp | 67.2%-56.8pp |
| Annual return | 8.66% | 269.20%-260.5pp | 64.87%-56.2pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $334 | $2,266-85.2% | $4,676-92.9% | $2,625-87.3% |
| Participant deferral / active EE | $890 | $2,836-68.6% | $5,629-84.2% | $4,348-79.5% |
| Admin fee / account holder | $6,341 | $1,743+263.8% | $15,914-60.2% | $1,944+226.1% |