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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 | $15,482 | $91,179-83.0% | $178,499-91.3% | $79,852-80.6% |
| Participation rate | 51.5% | 69.2%-17.7pp | 81.9%-30.5pp | 69.6%-18.2pp |
| Annual return | 2.25% | 24.19%-21.9pp | 151.10%-148.9pp | 31.72%-29.5pp |
| Employer contribution / active EE | $237 | $3,256-92.7% | $5,011-95.3% | $2,471-90.4% |
| Participant deferral / active EE | $943 | $3,236-70.9% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $1,268 | $6,749-81.2% | $13,986-90.9% | $5,306-76.1% |