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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 | $27,173 | $52,188-47.9% | $86,656-68.6% | $74,473-63.5% |
| Participation rate | 21.1% | 66.3%-45.3pp | 71.7%-50.7pp | 70.7%-49.7pp |
| Annual return | 11.35% | 44.46%-33.1pp | 593.09%-581.7pp | 34.36%-23.0pp |
| Employer contribution / active EE | $108 | $2,282-95.3% | $3,025-96.4% | $2,638-95.9% |
| Participant deferral / active EE | $1,073 | $3,383-68.3% | $4,439-75.8% | $4,530-76.3% |
| Admin fee / account holder | $2,897 | $319+809.3% | $5,619-48.4% | $347+734.9% |