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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 | $37,565 | $80,992-53.6% | $96,534-61.1% | $75,173-50.0% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | -0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $622 | $2,283-72.7% | $2,965-79.0% | $2,671-76.7% |
| Participant deferral / active EE | $2,628 | $3,929-33.1% | $4,851-45.8% | $4,126-36.3% |
| Admin fee / account holder | $637 | $6,717-90.5% | $8,253-92.3% | $5,651-88.7% |