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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 | $46,476 | $58,848-21.0% | $88,179-47.3% | $82,637-43.8% |
| Participation rate | 43.0% | 57.9%-14.9pp | 69.1%-26.1pp | 68.1%-25.0pp |
| Annual return | 13.47% | 22.76%-9.3pp | 64.97%-51.5pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,506 | $3,124-51.8% | $4,614-67.4% | $4,126-63.5% |
| Admin fee / account holder | $11,873 | $4,795+147.6% | $7,673+54.7% | $7,339+61.8% |