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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 | $25,963 | $102,422-74.7% | $147,117-82.4% | $80,959-67.9% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 10.12% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $609 | $3,717-83.6% | $4,932-87.7% | $2,757-77.9% |
| Participant deferral / active EE | $2,641 | $6,652-60.3% | $8,065-67.3% | $4,300-38.6% |
| Admin fee / account holder | $530 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |