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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 | $40,683 | $29,667+37.1% | $56,441-27.9% | $80,874-49.7% |
| Participation rate | 66.0% | 41.7%+24.3pp | 52.5%+13.5pp | 67.6%-1.7pp |
| Annual return | 9.32% | 35.22%-25.9pp | 1704.21%-1694.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $29 | $669-95.6% | $1,039-97.2% | $2,756-98.9% |
| Participant deferral / active EE | $2,135 | $1,227+74.1% | $1,953+9.3% | $4,297-50.3% |
| Admin fee / account holder | $9,456 | $2,429+289.2% | $2,829+234.2% | $6,935+36.3% |