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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 | $41,866 | $65,395-36.0% | $182,540-77.1% | $72,975-42.6% |
| Participation rate | 46.3% | 65.4%-19.1pp | 78.0%-31.6pp | 69.5%-23.1pp |
| Annual return | 17.01% | 27.68%-10.7pp | 148.58%-131.6pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,714 | $3,563-51.9% | $5,525-69.0% | $3,608-52.5% |
| Admin fee / account holder | $394 | $4,245-90.7% | $8,593-95.4% | $5,124-92.3% |