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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 | $70,366-74.5% | $66,674-73.1% | $138,895-87.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 8.77% | 386.41%-377.6pp | 321.24%-312.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $205 | $2,765-92.6% | $2,620-92.2% | $4,194-95.1% |
| Participant deferral / active EE | $1,131 | $4,374-74.1% | $4,084-72.3% | $6,396-82.3% |
| Admin fee / account holder | $747 | $5,262-85.8% | $5,098-85.3% | $12,562-94.1% |