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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 | $11,895 | $100,139-88.1% | $85,187-86.0% | $145,884-91.8% |
| Participation rate | 52.4% | 74.1%-21.7pp | 67.5%-15.1pp | 80.3%-27.9pp |
| Annual return | 2.79% | 84.15%-81.4pp | 66.67%-63.9pp | 551.85%-549.1pp |
| Employer contribution / active EE | $56 | $3,238-98.3% | $2,732-98.0% | $4,662-98.8% |
| Participant deferral / active EE | $1,858 | $5,296-64.9% | $4,525-58.9% | $6,690-72.2% |
| Admin fee / account holder | $1,062 | $7,262-85.4% | $6,162-82.8% | $13,392-92.1% |