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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 | $28,269 | $91,179-69.0% | $178,499-84.2% | $79,852-64.6% |
| Participation rate | 41.2% | 69.2%-28.0pp | 81.9%-40.8pp | 69.6%-28.5pp |
| Annual return | 8.52% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $220 | $3,256-93.2% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,484 | $3,236-54.1% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $4,342 | $6,749-35.7% | $13,986-69.0% | $5,306-18.2% |