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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 | $17,911 | $102,595-82.5% | $94,057-81.0% | $154,746-88.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.77% | 583.42%-574.6pp | 480.62%-471.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $205 | $3,147-93.5% | $2,933-93.0% | $4,379-95.3% |
| Participant deferral / active EE | $1,131 | $5,118-77.9% | $4,709-76.0% | $6,730-83.2% |
| Admin fee / account holder | $747 | $7,736-90.3% | $7,244-89.7% | $14,365-94.8% |