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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 | $46,031 | $52,911-13.0% | $73,309-37.2% | $59,633-22.8% |
| Participation rate | 52.3% | 68.2%-15.9pp | 74.9%-22.6pp | 68.7%-16.4pp |
| Annual return | -2.83% | 12.20%-15.0pp | 5.67%-8.5pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $146 | $1,909-92.3% | $3,237-95.5% | $2,203-93.4% |
| Participant deferral / active EE | $3,147 | $4,069-22.7% | $4,991-36.9% | $3,192-1.4% |
| Admin fee / account holder | $1,058 | $3,835-72.4% | $5,635-81.2% | $4,297-75.4% |