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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 | $13,850 | $76,634-81.9% | $56,054-75.3% | $145,978-90.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | 4.50% | 3004.33%-2999.8pp | 1705.95%-1701.4pp | 550.52%-546.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $410 | $2,622-84.3% | $1,952-79.0% | $6,690-93.9% |
| Admin fee / account holder | $11,723 | $3,321+253.0% | $2,822+315.4% | $13,400-12.5% |