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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 | $76,737 | $100,041-23.3% | $149,718-48.7% | $70,131+9.4% |
| Participation rate | 49.1% | 83.6%-34.5pp | 87.1%-38.0pp | 69.5%-20.5pp |
| Annual return | 9.78% | 27.43%-17.7pp | 1501.70%-1491.9pp | 73.14%-63.4pp |
| Employer contribution / active EE | $774 | $3,662-78.9% | $5,444-85.8% | $2,342-67.0% |
| Participant deferral / active EE | $3,258 | $4,983-34.6% | $6,568-50.4% | $3,332-2.2% |
| Admin fee / account holder | $1,813 | $8,286-78.1% | $11,283-83.9% | $4,645-61.0% |