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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 | $20,548 | $71,197-71.1% | $93,669-78.1% | $80,925-74.6% |
| Participation rate | 53.8% | 60.4%-6.5pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 7.19% | 11.27%-4.1pp | 133.59%-126.4pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,852 | $4,036-4.5% | $4,416-12.8% | $4,299-10.4% |
| Admin fee / account holder | $2,015 | $6,959-71.0% | $8,291-75.7% | $6,940-71.0% |