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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 | $47,158 | $58,121-18.9% | $130,788-63.9% | $64,728-27.1% |
| Participation rate | 17.3% | 34.7%-17.4pp | 70.1%-52.8pp | 57.9%-40.6pp |
| Annual return | 12.52% | 102.13%-89.6pp | 386.44%-373.9pp | 49.38%-36.9pp |
| Employer contribution / active EE | $24 | $1,281-98.1% | $3,558-99.3% | $2,243-98.9% |
| Participant deferral / active EE | $607 | $2,137-71.6% | $4,137-85.3% | $2,729-77.8% |
| Admin fee / account holder | $6,138 | $1,703+260.4% | $6,673-8.0% | $1,145+436.0% |