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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 | $37,023 | $56,054-34.0% | $171,082-78.4% | $62,881-41.1% |
| Participation rate | 20.0% | 62.9%-42.9pp | 76.7%-56.7pp | 69.3%-49.3pp |
| Annual return | 5.31% | 22.52%-17.2pp | 32.56%-27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,284 | $3,158-59.3% | $4,797-73.2% | $3,203-59.9% |
| Admin fee / account holder | $1,422 | $3,647-61.0% | $8,520-83.3% | $4,296-66.9% |