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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 | $50,458 | $102,663-50.9% | $86,216-41.5% | $139,466-63.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 8.33% | 1924.52%-1916.2pp | 1169.42%-1161.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $480 | $3,035-84.2% | $2,382-79.8% | $4,754-89.9% |
| Participant deferral / active EE | $6,000 | $4,677+28.3% | $3,986+50.5% | $6,712-10.6% |
| Admin fee / account holder | $626 | $8,663-92.8% | $6,853-90.9% | $11,409-94.5% |