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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 | $8,532 | $30,423-72.0% | $56,025-84.8% | $74,478-88.5% |
| Participation rate | 29.5% | 32.9%-3.4pp | 52.5%-23.0pp | 67.2%-37.7pp |
| Annual return | 4.50% | 24.97%-20.5pp | 1712.69%-1708.2pp | 1370.56%-1366.1pp |
| Employer contribution / active EE | $98 | $610-84.0% | $1,042-90.6% | $2,626-96.3% |
| Participant deferral / active EE | $728 | $1,176-38.1% | $1,955-62.8% | $4,350-83.3% |
| Admin fee / account holder | $2,302 | $2,363-2.6% | $2,828-18.6% | $1,946+18.3% |