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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 | $32,870 | $52,279-37.1% | $89,435-63.2% | $79,856-58.8% |
| Participation rate | 36.4% | 57.5%-21.2pp | 68.0%-31.6pp | 69.6%-33.3pp |
| Annual return | 9.96% | 22.16%-12.2pp | 245.55%-235.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,417 | $2,740-48.3% | $3,890-63.6% | $3,741-62.1% |
| Admin fee / account holder | $1,323 | $3,356-60.6% | $4,884-72.9% | $5,306-75.1% |