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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 | $33,684 | $165,939-79.7% | $122,354-72.5% | $147,585-77.2% |
| Participation rate | 57.9% | 79.6%-21.7pp | 71.6%-13.7pp | 82.8%-24.9pp |
| Annual return | 2.62% | 34.56%-31.9pp | 30.28%-27.7pp | 578.58%-576.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,107 | $4,005-47.4% | $3,287-35.9% | $5,439-61.3% |
| Admin fee / account holder | $1,413 | $7,425-81.0% | $5,479-74.2% | $10,886-87.0% |