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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 | $72,071-75.1% | $68,368-73.8% | $137,256-87.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.77% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $205 | $2,788-92.6% | $2,649-92.3% | $4,156-95.1% |
| Participant deferral / active EE | $1,131 | $4,410-74.3% | $4,123-72.6% | $6,407-82.3% |
| Admin fee / account holder | $747 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |