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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 | $38,752 | $62,177-37.7% | $81,370-52.4% | $74,478-48.0% |
| Participation rate | 24.4% | 64.1%-39.7pp | 69.5%-45.2pp | 67.2%-42.8pp |
| Annual return | 8.53% | 16.62%-8.1pp | 24.85%-16.3pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $256 | $1,881-86.4% | $2,464-89.6% | $2,626-90.3% |
| Participant deferral / active EE | $1,355 | $3,219-57.9% | $3,885-65.1% | $4,350-68.9% |
| Admin fee / account holder | $5,880 | $1,927+205.2% | $5,749+2.3% | $1,946+202.2% |