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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 | $33,380 | $63,809-47.7% | $81,353-59.0% | $80,935-58.8% |
| Participation rate | 44.4% | 63.9%-19.5pp | 69.5%-25.1pp | 67.7%-23.2pp |
| Annual return | 8.35% | 16.37%-8.0pp | 24.82%-16.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,011 | $3,093-2.6% | $3,885-22.5% | $4,299-30.0% |
| Admin fee / account holder | $3,763 | $5,686-33.8% | $5,766-34.7% | $6,924-45.7% |