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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 | $79,205 | $51,631+53.4% | $129,397-38.8% | $80,925-2.1% |
| Participation rate | 25.7% | 56.9%-31.2pp | 69.6%-43.9pp | 67.7%-41.9pp |
| Annual return | 7.30% | 20.77%-13.5pp | 9453.98%-9446.7pp | 35.65%-28.4pp |
| Employer contribution / active EE | $73 | $1,583-95.4% | $4,154-98.2% | $2,756-97.4% |
| Participant deferral / active EE | $1,408 | $2,670-47.2% | $4,167-66.2% | $4,299-67.2% |
| Admin fee / account holder | $1,899 | $4,309-55.9% | $7,679-75.3% | $6,940-72.6% |