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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 | $43,868 | $54,674-19.8% | $76,089-42.3% | $74,429-41.1% |
| Participation rate | 36.2% | 60.3%-24.1pp | 69.1%-32.9pp | 67.2%-31.0pp |
| Annual return | 9.50% | 31.89%-22.4pp | 360.94%-351.4pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $162 | $1,781-90.9% | $2,690-94.0% | $2,625-93.8% |
| Participant deferral / active EE | $979 | $3,071-68.1% | $4,259-77.0% | $4,348-77.5% |
| Admin fee / account holder | $636 | $2,238-71.6% | $6,418-90.1% | $1,944-67.3% |