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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 | $28,371 | $53,165-46.6% | $86,235-67.1% | $74,473-61.9% |
| Participation rate | 27.8% | 64.9%-37.1pp | 69.0%-41.2pp | 70.7%-43.0pp |
| Annual return | 11.08% | 22.64%-11.6pp | 1170.03%-1159.0pp | 34.36%-23.3pp |
| Employer contribution / active EE | $262 | $1,210-78.4% | $2,381-89.0% | $2,638-90.1% |
| Participant deferral / active EE | $1,941 | $3,234-40.0% | $3,987-51.3% | $4,530-57.1% |
| Admin fee / account holder | $7,141 | $551+1195.0% | $6,856+4.2% | $347+1957.6% |