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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 | $100,618 | $111,814-10.0% | $103,374-2.7% | $145,959-31.1% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 2.37% | 24.77%-22.4pp | 24.89%-22.5pp | 561.95%-559.6pp |
| Employer contribution / active EE | $571 | $4,214-86.4% | $3,869-85.2% | $4,661-87.7% |
| Participant deferral / active EE | $2,817 | $5,618-49.9% | $5,058-44.3% | $6,689-57.9% |
| Admin fee / account holder | $2,809 | $9,754-71.2% | $8,394-66.5% | $13,398-79.0% |