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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 | $13,388 | $70,366-81.0% | $66,674-79.9% | $138,895-90.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 7.25% | 386.41%-379.2pp | 321.24%-314.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $297 | $2,765-89.3% | $2,620-88.7% | $4,194-92.9% |
| Participant deferral / active EE | $991 | $4,374-77.3% | $4,084-75.7% | $6,396-84.5% |
| Admin fee / account holder | $1,120 | $5,262-78.7% | $5,098-78.0% | $12,562-91.1% |