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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 | $79,596 | $65,555+21.4% | $86,216-7.7% | $75,173+5.9% |
| Participation rate | 41.9% | 60.5%-18.6pp | 69.0%-27.1pp | 67.2%-25.3pp |
| Annual return | 12.66% | 46.07%-33.4pp | 1169.42%-1156.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $208 | $1,553-86.6% | $2,382-91.3% | $2,671-92.2% |
| Participant deferral / active EE | $2,757 | $3,023-8.8% | $3,986-30.8% | $4,126-33.2% |
| Admin fee / account holder | $3,924 | $5,469-28.3% | $6,853-42.8% | $5,651-30.6% |