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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 | $55,198 | $70,435-21.6% | $96,575-42.8% | $85,856-35.7% |
| Participation rate | 11.1% | 61.8%-50.7pp | 69.8%-58.7pp | 69.3%-58.2pp |
| Annual return | 10.41% | 18.59%-8.2pp | 37.79%-27.4pp | 318.58%-308.2pp |
| Employer contribution / active EE | $35 | $1,413-97.5% | $2,357-98.5% | $2,565-98.6% |
| Participant deferral / active EE | $1,510 | $2,894-47.8% | $3,849-60.8% | $3,952-61.8% |
| Admin fee / account holder | $381 | $4,997-92.4% | $6,182-93.8% | $6,261-93.9% |