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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 | $17,599 | $30,437-42.2% | $56,033-68.6% | $74,459-76.4% |
| Participation rate | 18.6% | 32.9%-14.2pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 10.46% | 24.96%-14.5pp | 1711.38%-1700.9pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $97 | $610-84.2% | $1,041-90.7% | $2,626-96.3% |
| Participant deferral / active EE | $464 | $1,176-60.5% | $1,954-76.2% | $4,350-89.3% |
| Admin fee / account holder | $1,514 | $2,363-35.9% | $2,827-46.4% | $1,945-22.2% |