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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 | $22,678 | $55,437-59.1% | $155,534-85.4% | $74,459-69.5% |
| Participation rate | 20.1% | 61.9%-41.7pp | 78.2%-58.1pp | 67.2%-47.1pp |
| Annual return | 8.61% | 269.58%-261.0pp | 64.92%-56.3pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $75 | $2,266-96.7% | $4,675-98.4% | $2,626-97.2% |
| Participant deferral / active EE | $1,116 | $2,837-60.7% | $5,630-80.2% | $4,350-74.4% |
| Admin fee / account holder | $672 | $1,742-61.4% | $15,900-95.8% | $1,945-65.5% |