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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 | $15,874 | $110,337-85.6% | $102,383-84.5% | $145,877-89.1% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 2.12% | 24.83%-22.7pp | 24.94%-22.8pp | 551.28%-549.2pp |
| Employer contribution / active EE | $246 | $4,216-94.2% | $3,870-93.6% | $4,663-94.7% |
| Participant deferral / active EE | $2,601 | $5,621-53.7% | $5,060-48.6% | $6,691-61.1% |
| Admin fee / account holder | $839 | $9,750-91.4% | $8,391-90.0% | $13,402-93.7% |