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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 | $19,405 | $59,332-67.3% | $90,223-78.5% | $59,633-67.5% |
| Participation rate | 24.1% | 71.9%-47.9pp | 79.0%-55.0pp | 68.7%-44.6pp |
| Annual return | -8.90% | 3.25%-12.2pp | 1.31%-10.2pp | 2041.45%-2050.4pp |
| Employer contribution / active EE | $720 | $3,031-76.3% | $4,378-83.6% | $2,203-67.3% |
| Participant deferral / active EE | $1,725 | $4,369-60.5% | $5,792-70.2% | $3,192-45.9% |
| Admin fee / account holder | $589 | $5,032-88.3% | $7,406-92.0% | $4,297-86.3% |