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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 | $48,314 | $24,811+94.7% | $69,701-30.7% | $74,546-35.2% |
| Participation rate | 28.2% | 63.5%-35.3pp | 66.4%-38.2pp | 67.2%-39.0pp |
| Annual return | 8.91% | 18.53%-9.6pp | 100.32%-91.4pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $219 | $1,003-78.1% | $1,713-87.2% | $2,624-91.6% |
| Participant deferral / active EE | $1,095 | $1,904-42.5% | $2,887-62.1% | $4,347-74.8% |
| Admin fee / account holder | $1,302 | $1,898-31.4% | $4,717-72.4% | $1,944-33.0% |