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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 | $36,198 | $52,279-30.8% | $89,414-59.5% | $79,852-54.7% |
| Participation rate | 11.5% | 57.5%-46.1pp | 68.0%-56.5pp | 69.6%-58.2pp |
| Annual return | 11.16% | 22.16%-11.0pp | 245.50%-234.3pp | 31.72%-20.6pp |
| Employer contribution / active EE | $121 | $1,572-92.3% | $2,586-95.3% | $2,471-95.1% |
| Participant deferral / active EE | $1,274 | $2,740-53.5% | $3,890-67.2% | $3,740-65.9% |
| Admin fee / account holder | $345 | $3,356-89.7% | $4,883-92.9% | $5,306-93.5% |