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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 | $53,854 | $62,166-13.4% | $81,286-33.7% | $74,429-27.6% |
| Participation rate | 44.3% | 64.1%-19.7pp | 69.5%-25.2pp | 67.2%-22.9pp |
| Annual return | 10.27% | 16.50%-6.2pp | 24.80%-14.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $94 | $1,881-95.0% | $2,463-96.2% | $2,625-96.4% |
| Participant deferral / active EE | $2,226 | $3,223-30.9% | $3,883-42.7% | $4,348-48.8% |
| Admin fee / account holder | $13,075 | $1,925+579.4% | $5,764+126.8% | $1,944+572.5% |