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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 | $55,309 | $28,624+93.2% | $53,647+3.1% | $82,637-33.1% |
| Participation rate | 53.8% | 47.3%+6.6pp | 56.3%-2.4pp | 68.1%-14.2pp |
| Annual return | 11.89% | 664.98%-653.1pp | 358.33%-346.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,905 | $1,196+142.9% | $1,813+60.2% | $4,126-29.6% |
| Admin fee / account holder | $1,471 | $2,022-27.3% | $2,460-40.2% | $7,339-80.0% |