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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 | $24,961 | $106,008-76.5% | $92,240-72.9% | $147,586-83.1% |
| Participation rate | 65.2% | 80.4%-15.2pp | 76.5%-11.3pp | 82.8%-17.6pp |
| Annual return | 8.54% | 50.05%-41.5pp | 176.29%-167.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $494 | $4,333-88.6% | $3,680-86.6% | $4,876-89.9% |
| Participant deferral / active EE | $2,000 | $4,478-55.3% | $3,897-48.7% | $5,439-63.2% |
| Admin fee / account holder | $5,628 | $6,333-11.1% | $5,194+8.3% | $10,886-48.3% |