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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 | $51,638-40.8% | $68,368-55.3% | $82,448-62.9% |
| Participation rate | 36.4% | 63.6%-27.2pp | 73.8%-37.4pp | 68.1%-31.7pp |
| Annual return | 11.45% | 37.53%-26.1pp | 292.57%-281.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,068 | $2,914+5.3% | $4,123-25.6% | $4,139-25.9% |
| Admin fee / account holder | $593 | $4,643-87.2% | $5,150-88.5% | $7,234-91.8% |