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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 | $101,539 | $118,877-14.6% | $96,570+5.1% | $167,536-39.4% |
| Participation rate | 12.5% | 75.5%-63.0pp | 69.8%-57.3pp | 82.1%-69.6pp |
| Annual return | 0.31% | 50.50%-50.2pp | 37.79%-37.5pp | 478.82%-478.5pp |
| Employer contribution / active EE | $300 | $3,121-90.4% | $2,357-87.3% | $4,839-93.8% |
| Participant deferral / active EE | $2,469 | $4,617-46.5% | $3,849-35.9% | $6,342-61.1% |
| Admin fee / account holder | $955 | $8,069-88.2% | $6,182-84.6% | $12,315-92.2% |