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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 | $35,206 | $80,812-56.4% | $160,784-78.1% | $82,448-57.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 13.03% | 100.59%-87.6pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,634 | $4,335+30.0% | $6,293-10.5% | $4,139+36.1% |
| Admin fee / account holder | $499 | $7,695-93.5% | $9,717-94.9% | $7,234-93.1% |