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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 | $10,261 | $51,606-80.1% | $129,339-92.1% | $80,911-87.3% |
| Participation rate | 51.9% | 57.0%-5.0pp | 69.6%-17.7pp | 67.6%-15.7pp |
| Annual return | 11.08% | 20.76%-9.7pp | 9437.05%-9426.0pp | 35.63%-24.5pp |
| Employer contribution / active EE | $301 | $1,582-80.9% | $4,154-92.7% | $2,756-89.1% |
| Participant deferral / active EE | $3,253 | $2,669+21.9% | $4,170-22.0% | $4,297-24.3% |
| Admin fee / account holder | $874 | $4,310-79.7% | $7,668-88.6% | $6,935-87.4% |