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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 | $23,731 | $63,346-62.5% | $92,240-74.3% | $70,126-66.2% |
| Participation rate | 50.7% | 68.7%-18.0pp | 76.5%-25.8pp | 69.5%-18.9pp |
| Annual return | 10.74% | 530.19%-519.4pp | 176.29%-165.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $265 | $2,471-89.3% | $3,680-92.8% | $2,343-88.7% |
| Participant deferral / active EE | $1,415 | $2,854-50.4% | $3,897-63.7% | $3,332-57.5% |
| Admin fee / account holder | $438 | $3,841-88.6% | $5,194-91.6% | $4,645-90.6% |