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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 | $19,789 | $110,379-82.1% | $102,412-80.7% | $145,884-86.4% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 6.82% | 24.84%-18.0pp | 24.94%-18.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $284 | $4,216-93.3% | $3,870-92.7% | $4,662-93.9% |
| Participant deferral / active EE | $1,995 | $5,622-64.5% | $5,060-60.6% | $6,690-70.2% |
| Admin fee / account holder | $1,104 | $9,745-88.7% | $8,388-86.8% | $13,392-91.8% |