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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 | $76,560 | $102,422-25.3% | $147,117-48.0% | $80,959-5.4% |
| Participation rate | 51.9% | 75.9%-24.0pp | 82.2%-30.3pp | 67.7%-15.8pp |
| Annual return | 9.37% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $670 | $3,717-82.0% | $4,932-86.4% | $2,757-75.7% |
| Participant deferral / active EE | $4,312 | $6,652-35.2% | $8,065-46.5% | $4,300+0.3% |
| Admin fee / account holder | $378 | $7,953-95.2% | $12,993-97.1% | $6,925-94.5% |