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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 | $79,220 | $105,198-24.7% | $159,455-50.3% | $85,856-7.7% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.8%-18.1pp | 69.3%-4.6pp |
| Annual return | 10.93% | 45.08%-34.1pp | 263.63%-252.7pp | 318.58%-307.7pp |
| Employer contribution / active EE | $456 | $3,319-86.3% | $4,830-90.6% | $2,565-82.2% |
| Participant deferral / active EE | $3,610 | $5,946-39.3% | $7,353-50.9% | $3,952-8.7% |
| Admin fee / account holder | $24,584 | $6,934+254.5% | $10,800+127.6% | $6,261+292.7% |