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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 | $50,551 | $61,605-17.9% | $112,273-55.0% | $75,173-32.8% |
| Participation rate | 42.6% | 61.7%-19.1pp | 72.4%-29.8pp | 67.2%-24.6pp |
| Annual return | 7.48% | 28.47%-21.0pp | 30.23%-22.8pp | 160.72%-153.2pp |
| Employer contribution / active EE | $212 | $2,015-89.5% | $3,431-93.8% | $2,671-92.1% |
| Participant deferral / active EE | $1,263 | $3,108-59.4% | $4,800-73.7% | $4,126-69.4% |
| Admin fee / account holder | $12,165 | $4,862+150.2% | $7,752+56.9% | $5,651+115.3% |