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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 | $18,110 | $55,889-67.6% | $76,119-76.2% | $80,935-77.6% |
| Participation rate | 25.4% | 62.1%-36.7pp | 69.1%-43.7pp | 67.7%-42.3pp |
| Annual return | 9.00% | 20.58%-11.6pp | 361.25%-352.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $293 | $1,866-84.3% | $2,693-89.1% | $2,757-89.4% |
| Participant deferral / active EE | $1,032 | $3,051-66.2% | $4,259-75.8% | $4,299-76.0% |
| Admin fee / account holder | $4,611 | $5,241-12.0% | $6,421-28.2% | $6,924-33.4% |