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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 | $14,422 | $80,812-82.2% | $160,784-91.0% | $82,448-82.5% |
| Participation rate | 64.5% | 66.2%-1.7pp | 77.0%-12.4pp | 68.1%-3.6pp |
| Annual return | 10.97% | 100.59%-89.6pp | 1803.92%-1792.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $395 | $2,174-81.8% | $3,733-89.4% | $2,551-84.5% |
| Participant deferral / active EE | $1,713 | $4,335-60.5% | $6,293-72.8% | $4,139-58.6% |
| Admin fee / account holder | $812 | $7,695-89.4% | $9,717-91.6% | $7,234-88.8% |