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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 | $29,883 | $54,690-45.4% | $76,030-60.7% | $74,478-59.9% |
| Participation rate | 31.3% | 60.3%-29.0pp | 69.1%-37.7pp | 67.2%-35.9pp |
| Annual return | 6.33% | 31.92%-25.6pp | 361.54%-355.2pp | 1370.56%-1364.2pp |
| Employer contribution / active EE | $335 | $1,781-81.2% | $2,688-87.5% | $2,626-87.2% |
| Participant deferral / active EE | $1,053 | $3,070-65.7% | $4,257-75.3% | $4,350-75.8% |
| Admin fee / account holder | $956 | $2,240-57.3% | $6,421-85.1% | $1,946-50.9% |