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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 | $61,474 | $84,953-27.6% | $163,379-62.4% | $82,637-25.6% |
| Participation rate | 31.4% | 65.9%-34.6pp | 76.8%-45.4pp | 68.1%-36.7pp |
| Annual return | 9.53% | 23.07%-13.5pp | 63.41%-53.9pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,561 | $4,326-63.9% | $6,282-75.2% | $4,126-62.2% |
| Admin fee / account holder | $993 | $7,921-87.5% | $9,818-89.9% | $7,339-86.5% |