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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 | $37,610 | $45,043-16.5% | $85,063-55.8% | $74,400-49.4% |
| Participation rate | 48.8% | 49.4%-0.5pp | 67.5%-18.7pp | 67.2%-18.4pp |
| Annual return | 9.65% | 26.26%-16.6pp | 66.54%-56.9pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $102 | $1,458-93.0% | $2,727-96.2% | $2,624-96.1% |
| Participant deferral / active EE | $1,319 | $2,733-51.8% | $4,523-70.8% | $4,348-69.7% |
| Admin fee / account holder | $1,690 | $2,210-23.5% | $6,155-72.5% | $1,944-13.0% |