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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 | $47,754 | $138,386-65.5% | $184,260-74.1% | $80,935-41.0% |
| Participation rate | 36.1% | 83.9%-47.8pp | 86.8%-50.7pp | 67.7%-31.6pp |
| Annual return | 9.75% | 20.02%-10.3pp | 28.84%-19.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,164 | $4,851-76.0% | $6,427-81.9% | $2,757-57.8% |
| Participant deferral / active EE | $3,168 | $7,076-55.2% | $9,133-65.3% | $4,299-26.3% |
| Admin fee / account holder | $2,431 | $10,489-76.8% | $13,898-82.5% | $6,924-64.9% |