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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 | $50,281 | $85,766-41.4% | $136,297-63.1% | $70,131-28.3% |
| Participation rate | 62.0% | 74.2%-12.2pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 13.35% | 31.45%-18.1pp | 5156.16%-5142.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,412 | $5,051-32.5% | $6,247-45.4% | $3,332+2.4% |
| Admin fee / account holder | $459 | $5,420-91.5% | $9,244-95.0% | $4,645-90.1% |