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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 | $54,674-45.3% | $76,089-60.7% | $74,429-59.9% |
| Participation rate | 31.3% | 60.3%-29.0pp | 69.1%-37.8pp | 67.2%-35.9pp |
| Annual return | 6.33% | 31.89%-25.6pp | 360.94%-354.6pp | 1368.38%-1362.1pp |
| Employer contribution / active EE | $335 | $1,781-81.2% | $2,690-87.5% | $2,625-87.2% |
| Participant deferral / active EE | $1,053 | $3,071-65.7% | $4,259-75.3% | $4,348-75.8% |
| Admin fee / account holder | $956 | $2,238-57.3% | $6,418-85.1% | $1,944-50.9% |