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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 | $18,580 | $85,169-78.2% | $172,755-89.2% | $72,983-74.5% |
| Participation rate | 43.2% | 70.1%-26.9pp | 82.6%-39.5pp | 69.5%-26.3pp |
| Annual return | 6.43% | 27.32%-20.9pp | 802.94%-796.5pp | 81.01%-74.6pp |
| Employer contribution / active EE | $169 | $3,324-94.9% | $5,144-96.7% | $2,440-93.1% |
| Participant deferral / active EE | $1,368 | $3,260-58.0% | $5,198-73.7% | $3,608-62.1% |
| Admin fee / account holder | $1,124 | $5,880-80.9% | $13,955-91.9% | $5,124-78.1% |