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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 | $15,747 | $55,470-71.6% | $155,556-89.9% | $74,478-78.9% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 10.99% | 269.80%-258.8pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $232 | $2,267-89.8% | $4,675-95.0% | $2,626-91.2% |
| Participant deferral / active EE | $1,445 | $2,838-49.1% | $5,631-74.3% | $4,350-66.8% |
| Admin fee / account holder | $1,869 | $1,744+7.1% | $15,885-88.2% | $1,946-4.0% |