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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 | $15,906 | $85,171-81.3% | $172,752-90.8% | $72,975-78.2% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 15.99% | 27.32%-11.3pp | 802.97%-787.0pp | 81.01%-65.0pp |
| Employer contribution / active EE | $309 | $3,324-90.7% | $5,144-94.0% | $2,440-87.3% |
| Participant deferral / active EE | $1,242 | $3,260-61.9% | $5,198-76.1% | $3,608-65.6% |
| Admin fee / account holder | $977 | $5,880-83.4% | $13,955-93.0% | $5,124-80.9% |