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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 | $42,083 | $89,259-52.9% | $107,187-60.7% | $82,637-49.1% |
| Participation rate | 38.3% | 67.9%-29.6pp | 75.0%-36.7pp | 68.1%-29.7pp |
| Annual return | 12.31% | 21.02%-8.7pp | 204.55%-192.2pp | 53.51%-41.2pp |
| Employer contribution / active EE | $376 | $3,080-87.8% | $3,782-90.1% | $2,552-85.3% |
| Participant deferral / active EE | $1,878 | $4,037-53.5% | $5,096-63.1% | $4,126-54.5% |
| Admin fee / account holder | $3,458 | $7,381-53.1% | $9,162-62.3% | $7,339-52.9% |