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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 | $22,866 | $80,812-71.7% | $160,784-85.8% | $82,448-72.3% |
| Participation rate | 61.8% | 66.2%-4.5pp | 77.0%-15.2pp | 68.1%-6.3pp |
| Annual return | 12.83% | 100.59%-87.8pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $358 | $2,174-83.5% | $3,733-90.4% | $2,551-85.9% |
| Participant deferral / active EE | $2,211 | $4,335-49.0% | $6,293-64.9% | $4,139-46.6% |
| Admin fee / account holder | $836 | $7,695-89.1% | $9,717-91.4% | $7,234-88.4% |