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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 | $26,072 | $57,305-54.5% | $86,640-69.9% | $75,173-65.3% |
| Participation rate | 30.2% | 63.2%-33.0pp | 71.7%-41.5pp | 67.2%-37.0pp |
| Annual return | 8.59% | 2674.24%-2665.6pp | 592.52%-583.9pp | 160.72%-152.1pp |
| Employer contribution / active EE | $286 | $2,316-87.6% | $3,024-90.5% | $2,671-89.3% |
| Participant deferral / active EE | $1,185 | $3,320-64.3% | $4,438-73.3% | $4,126-71.3% |
| Admin fee / account holder | $3,408 | $4,116-17.2% | $5,616-39.3% | $5,651-39.7% |