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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 | $57,490 | $89,367-35.7% | $141,191-59.3% | $72,975-21.2% |
| Participation rate | 10.3% | 75.1%-64.8pp | 82.5%-72.1pp | 69.5%-59.1pp |
| Annual return | 16.92% | 111.87%-94.9pp | 71.41%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $176 | $3,115-94.3% | $4,736-96.3% | $2,440-92.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $529 | $5,957-91.1% | $10,264-94.9% | $5,124-89.7% |