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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 | $13,104 | $88,778-85.2% | $81,844-84.0% | $145,884-91.0% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 7.27% | 1033.03%-1025.8pp | 778.87%-771.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $261 | $3,087-91.6% | $2,916-91.1% | $4,662-94.4% |
| Participant deferral / active EE | $733 | $4,648-84.2% | $4,323-83.0% | $6,690-89.0% |
| Admin fee / account holder | $1,977 | $8,430-76.6% | $7,355-73.1% | $13,392-85.2% |