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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 | $34,435 | $127,386-73.0% | $115,037-70.1% | $125,388-72.5% |
| Participation rate | 35.3% | 84.2%-48.9pp | 81.4%-46.1pp | 83.2%-47.9pp |
| Annual return | -4.88% | 31.28%-36.2pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,234 | $6,423-65.2% | $6,026-62.9% | $5,352-58.3% |
| Admin fee / account holder | $956 | $9,516-90.0% | $8,175-88.3% | $9,541-90.0% |