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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 | $63,484 | $91,559-30.7% | $133,959-52.6% | $79,858-20.5% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | 8.62% | 61.85%-53.2pp | 45.09%-36.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,408 | $3,734-35.5% | $5,047-52.3% | $3,740-35.6% |
| Admin fee / account holder | $1,202 | $6,321-81.0% | $8,928-86.5% | $5,306-77.3% |