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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 | $23,609 | $51,631-54.3% | $129,397-81.8% | $80,925-70.8% |
| Participation rate | 43.2% | 56.9%-13.8pp | 69.6%-26.4pp | 67.7%-24.5pp |
| Annual return | 7.69% | 20.77%-13.1pp | 9453.98%-9446.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $209 | $1,583-86.8% | $4,154-95.0% | $2,756-92.4% |
| Participant deferral / active EE | $1,356 | $2,670-49.2% | $4,167-67.5% | $4,299-68.5% |
| Admin fee / account holder | $1,247 | $4,309-71.1% | $7,679-83.8% | $6,940-82.0% |