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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 | $9,185 | $51,638-82.2% | $68,368-86.6% | $82,448-88.9% |
| Participation rate | 56.4% | 63.6%-7.2pp | 73.8%-17.3pp | 68.1%-11.7pp |
| Annual return | 12.11% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $11 | $2,047-99.5% | $2,649-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $1,050 | $2,914-64.0% | $4,123-74.5% | $4,139-74.6% |
| Admin fee / account holder | $476 | $4,643-89.8% | $5,150-90.8% | $7,234-93.4% |