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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 | $33,540 | $165,381-79.7% | $149,730-77.6% | $158,966-78.9% |
| Participation rate | 40.9% | 84.6%-43.7pp | 82.5%-41.6pp | 82.0%-41.1pp |
| Annual return | 1.81% | 348.29%-346.5pp | 276.70%-274.9pp | 302.95%-301.1pp |
| Employer contribution / active EE | $59 | $5,104-98.8% | $4,645-98.7% | $4,762-98.8% |
| Participant deferral / active EE | $2,807 | $7,182-60.9% | $6,843-59.0% | $5,983-53.1% |
| Admin fee / account holder | $3,845 | $10,809-64.4% | $9,310-58.7% | $11,250-65.8% |