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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 | $21,858 | $65,555-66.7% | $86,216-74.6% | $75,173-70.9% |
| Participation rate | 53.5% | 60.5%-7.0pp | 69.0%-15.5pp | 67.2%-13.7pp |
| Annual return | 8.20% | 46.07%-37.9pp | 1169.42%-1161.2pp | 160.72%-152.5pp |
| Employer contribution / active EE | $344 | $1,553-77.9% | $2,382-85.6% | $2,671-87.1% |
| Participant deferral / active EE | $2,203 | $3,023-27.1% | $3,986-44.7% | $4,126-46.6% |
| Admin fee / account holder | $2,835 | $5,469-48.2% | $6,853-58.6% | $5,651-49.8% |