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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 | $25,363 | $62,393-59.3% | $120,580-79.0% | $74,478-65.9% |
| Participation rate | 52.0% | 56.8%-4.8pp | 72.0%-20.0pp | 67.2%-15.2pp |
| Annual return | 8.81% | 18.61%-9.8pp | 107.48%-98.7pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $404 | $1,845-78.1% | $3,469-88.4% | $2,626-84.6% |
| Participant deferral / active EE | $1,894 | $2,886-34.4% | $4,995-62.1% | $4,350-56.5% |
| Admin fee / account holder | $1,686 | $2,396-29.6% | $9,418-82.1% | $1,946-13.3% |