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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 | $20,349 | $72,071-71.8% | $68,368-70.2% | $137,256-85.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 11.86% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $233 | $2,788-91.7% | $2,649-91.2% | $4,156-94.4% |
| Participant deferral / active EE | $1,120 | $4,410-74.6% | $4,123-72.8% | $6,407-82.5% |
| Admin fee / account holder | $2,338 | $5,336-56.2% | $5,150-54.6% | $12,270-80.9% |