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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 | $25,188 | $81,233-69.0% | $155,567-83.8% | $80,874-68.9% |
| Participation rate | 18.8% | 66.2%-47.4pp | 78.2%-59.4pp | 67.6%-48.8pp |
| Annual return | 9.47% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,620 | $3,452-53.1% | $5,628-71.2% | $4,297-62.3% |
| Admin fee / account holder | $1,101 | $7,998-86.2% | $15,916-93.1% | $6,935-84.1% |