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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 | $33,842 | $81,358-58.4% | $155,556-78.2% | $80,959-58.2% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 10.53% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $113 | $3,106-96.4% | $4,675-97.6% | $2,757-95.9% |
| Participant deferral / active EE | $1,314 | $3,455-62.0% | $5,631-76.7% | $4,300-69.4% |
| Admin fee / account holder | $3,702 | $7,994-53.7% | $15,885-76.7% | $6,925-46.5% |