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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 | $41,730 | $39,162+6.6% | $100,671-58.5% | $59,633-30.0% |
| Participation rate | 36.2% | 55.9%-19.7pp | 70.7%-34.5pp | 68.7%-32.5pp |
| Annual return | -3.20% | 21.07%-24.3pp | 20.43%-23.6pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,684 | $1,992-15.4% | $3,144-46.4% | $3,192-47.2% |
| Admin fee / account holder | $649 | $2,969-78.2% | $4,850-86.6% | $4,297-84.9% |