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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 | $30,151 | $81,358-62.9% | $155,556-80.6% | $80,959-62.8% |
| Participation rate | 25.9% | 66.3%-40.3pp | 78.2%-52.3pp | 67.7%-41.7pp |
| Annual return | 10.33% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $114 | $3,106-96.3% | $4,675-97.6% | $2,757-95.9% |
| Participant deferral / active EE | $930 | $3,455-73.1% | $5,631-83.5% | $4,300-78.4% |
| Admin fee / account holder | $4,458 | $7,994-44.2% | $15,885-71.9% | $6,925-35.6% |