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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 | $20,089 | $110,410-81.8% | $102,437-80.4% | $145,897-86.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 6.67% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.6pp |
| Employer contribution / active EE | $294 | $4,217-93.0% | $3,871-92.4% | $4,663-93.7% |
| Participant deferral / active EE | $1,670 | $5,622-70.3% | $5,060-67.0% | $6,689-75.0% |
| Admin fee / account holder | $1,477 | $9,745-84.8% | $8,388-82.4% | $13,390-89.0% |