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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 | $60,641 | $57,305+5.8% | $86,640-30.0% | $75,173-19.3% |
| Participation rate | 19.7% | 63.2%-43.5pp | 71.7%-52.0pp | 67.2%-47.5pp |
| Annual return | 12.85% | 2674.24%-2661.4pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $280 | $2,316-87.9% | $3,024-90.7% | $2,671-89.5% |
| Participant deferral / active EE | $918 | $3,320-72.4% | $4,438-79.3% | $4,126-77.8% |
| Admin fee / account holder | $740 | $4,116-82.0% | $5,616-86.8% | $5,651-86.9% |