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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 | $21,797 | $95,406-77.2% | $185,849-88.3% | $85,847-74.6% |
| Participation rate | 62.0% | 68.8%-6.7pp | 81.7%-19.7pp | 69.3%-7.3pp |
| Annual return | 8.58% | 23.59%-15.0pp | 122.10%-113.5pp | 318.61%-310.0pp |
| Employer contribution / active EE | $212 | $3,314-93.6% | $5,169-95.9% | $2,565-91.8% |
| Participant deferral / active EE | $1,510 | $3,424-55.9% | $5,569-72.9% | $3,952-61.8% |
| Admin fee / account holder | $617 | $7,214-91.4% | $16,244-96.2% | $6,261-90.1% |