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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 | $40,900 | $102,382-60.1% | $147,005-72.2% | $80,874-49.4% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.2%-43.5pp | 67.6%-28.9pp |
| Annual return | 9.96% | 134.89%-124.9pp | 418.76%-408.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $141 | $3,715-96.2% | $4,934-97.1% | $2,756-94.9% |
| Participant deferral / active EE | $3,309 | $6,646-50.2% | $8,070-59.0% | $4,297-23.0% |
| Admin fee / account holder | $2,706 | $7,942-65.9% | $13,006-79.2% | $6,935-61.0% |