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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 | $22,679 | $43,133-47.4% | $89,400-74.6% | $73,493-69.1% |
| Participation rate | 27.8% | 55.0%-27.2pp | 68.0%-40.2pp | 70.7%-42.9pp |
| Annual return | 7.85% | 135.66%-127.8pp | 245.64%-237.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $141 | $1,438-90.2% | $2,586-94.6% | $2,270-93.8% |
| Participant deferral / active EE | $1,081 | $2,445-55.8% | $3,890-72.2% | $3,740-71.1% |
| Admin fee / account holder | $3,298 | $444+643.2% | $4,882-32.4% | $513+542.8% |