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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 | $18,731 | $110,337-83.0% | $102,383-81.7% | $145,877-87.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 4.38% | 24.83%-20.5pp | 24.94%-20.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $605 | $4,216-85.6% | $3,870-84.4% | $4,663-87.0% |
| Participant deferral / active EE | $1,773 | $5,621-68.5% | $5,060-65.0% | $6,691-73.5% |
| Admin fee / account holder | $854 | $9,750-91.2% | $8,391-89.8% | $13,402-93.6% |