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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 | $82,571 | $102,385-19.4% | $147,080-43.9% | $80,935+2.0% |
| Participation rate | 34.7% | 75.9%-41.1pp | 82.2%-47.5pp | 67.7%-32.9pp |
| Annual return | 8.15% | 135.09%-126.9pp | 420.17%-412.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $652 | $3,717-82.5% | $4,933-86.8% | $2,757-76.4% |
| Participant deferral / active EE | $3,187 | $6,651-52.1% | $8,066-60.5% | $4,299-25.9% |
| Admin fee / account holder | $22,581 | $7,951+184.0% | $12,989+73.8% | $6,924+226.1% |