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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 | $30,564 | $49,976-38.8% | $66,674-54.2% | $82,637-63.0% |
| Participation rate | 36.4% | 63.1%-26.7pp | 73.7%-37.3pp | 68.1%-31.7pp |
| Annual return | 11.45% | 39.09%-27.6pp | 321.24%-309.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,068 | $2,847+7.8% | $4,084-24.9% | $4,126-25.7% |
| Admin fee / account holder | $593 | $4,594-87.1% | $5,098-88.4% | $7,339-91.9% |