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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 | $14,409 | $85,171-83.1% | $172,752-91.7% | $72,975-80.3% |
| Participation rate | 56.2% | 70.1%-13.9pp | 82.6%-26.5pp | 69.5%-13.3pp |
| Annual return | 5.18% | 27.32%-22.1pp | 802.97%-797.8pp | 81.01%-75.8pp |
| Employer contribution / active EE | $265 | $3,324-92.0% | $5,144-94.8% | $2,440-89.1% |
| Participant deferral / active EE | $1,113 | $3,260-65.9% | $5,198-78.6% | $3,608-69.1% |
| Admin fee / account holder | $1,609 | $5,880-72.6% | $13,955-88.5% | $5,124-68.6% |