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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 | $15,690 | $181,062-91.3% | $158,223-90.1% | $155,188-89.9% |
| Participation rate | 38.9% | 82.7%-43.8pp | 79.2%-40.3pp | 80.8%-41.9pp |
| Annual return | 0.06% | 57.39%-57.3pp | 52.09%-52.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $645 | $4,565-85.9% | $4,109-84.3% | $4,248-84.8% |
| Participant deferral / active EE | $2,455 | $6,134-60.0% | $5,467-55.1% | $6,531-62.4% |
| Admin fee / account holder | $2,864 | $18,825-84.8% | $16,047-82.2% | $14,480-80.2% |