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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 | $34,065 | $124,314-72.6% | $109,163-68.8% | $167,518-79.7% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 4.15% | 26.04%-21.9pp | 25.75%-21.6pp | 478.71%-474.6pp |
| Employer contribution / active EE | $504 | $4,209-88.0% | $3,723-86.5% | $4,838-89.6% |
| Participant deferral / active EE | $2,600 | $5,256-50.5% | $4,654-44.1% | $6,342-59.0% |
| Admin fee / account holder | $467 | $7,973-94.1% | $6,754-93.1% | $12,312-96.2% |