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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 | $35,507 | $99,921-64.5% | $85,009-58.2% | $145,959-75.7% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 6.23% | 83.89%-77.7pp | 66.47%-60.2pp | 561.95%-555.7pp |
| Employer contribution / active EE | $259 | $3,233-92.0% | $2,728-90.5% | $4,661-94.5% |
| Participant deferral / active EE | $2,207 | $5,293-58.3% | $4,522-51.2% | $6,689-67.0% |
| Admin fee / account holder | $878 | $7,252-87.9% | $6,153-85.7% | $13,398-93.5% |