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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 | $44,561 | $58,258-23.5% | $81,820-45.5% | $80,925-44.9% |
| Participation rate | 22.6% | 63.5%-40.8pp | 72.4%-49.7pp | 67.7%-45.0pp |
| Annual return | 10.01% | 41.76%-31.8pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $211 | $2,345-91.0% | $2,915-92.8% | $2,756-92.4% |
| Participant deferral / active EE | $850 | $3,284-74.1% | $4,323-80.3% | $4,299-80.2% |
| Admin fee / account holder | $377 | $4,976-92.4% | $7,391-94.9% | $6,940-94.6% |