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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 | $33,442 | $110,337-69.7% | $102,383-67.3% | $145,877-77.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 7.80% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $345 | $4,216-91.8% | $3,870-91.1% | $4,663-92.6% |
| Participant deferral / active EE | $2,720 | $5,621-51.6% | $5,060-46.2% | $6,691-59.4% |
| Admin fee / account holder | $2,062 | $9,750-78.9% | $8,391-75.4% | $13,402-84.6% |