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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 | $25,164 | $102,385-75.4% | $147,080-82.9% | $80,935-68.9% |
| Participation rate | 39.1% | 75.9%-36.7pp | 82.2%-43.1pp | 67.7%-28.5pp |
| Annual return | 9.64% | 135.09%-125.5pp | 420.17%-410.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $720 | $3,717-80.6% | $4,933-85.4% | $2,757-73.9% |
| Participant deferral / active EE | $2,914 | $6,651-56.2% | $8,066-63.9% | $4,299-32.2% |
| Admin fee / account holder | $616 | $7,951-92.3% | $12,989-95.3% | $6,924-91.1% |