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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 | $13,891 | $81,262-82.9% | $155,602-91.1% | $80,911-82.8% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 9.43% | 33.34%-23.9pp | 64.81%-55.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $12 | $3,102-99.6% | $4,675-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $1,220 | $3,451-64.6% | $5,629-78.3% | $4,297-71.6% |
| Admin fee / account holder | $4,142 | $7,992-48.2% | $15,923-74.0% | $6,935-40.3% |