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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 | $29,427 | $110,379-73.3% | $102,412-71.3% | $145,884-79.8% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.4pp | 80.3%-33.2pp |
| Annual return | 7.52% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,949 | $5,622-47.5% | $5,060-41.7% | $6,690-55.9% |
| Admin fee / account holder | $1,012 | $9,745-89.6% | $8,388-87.9% | $13,392-92.4% |