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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 | $17,835 | $46,732-61.8% | $156,551-88.6% | $55,167-67.7% |
| Participation rate | 16.8% | 65.8%-49.0pp | 84.0%-67.2pp | 69.0%-52.2pp |
| Annual return | 2.54% | 17.72%-15.2pp | 32.23%-29.7pp | 169.23%-166.7pp |
| Employer contribution / active EE | $265 | $2,105-87.4% | $5,501-95.2% | $1,963-86.5% |
| Participant deferral / active EE | $763 | $2,204-65.4% | $4,871-84.3% | $3,054-75.0% |
| Admin fee / account holder | $540 | $418+29.0% | $13,028-95.9% | $504+7.1% |