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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 | $30,091 | $77,962-61.4% | $178,540-83.1% | $80,935-62.8% |
| Participation rate | 67.6% | 65.7%+2.0pp | 77.1%-9.5pp | 67.7%0pp |
| Annual return | 10.17% | 18.10%-7.9pp | 27.15%-17.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,199 | $4,404-50.1% | $6,281-65.0% | $4,299-48.9% |
| Admin fee / account holder | $1,944 | $7,156-72.8% | $10,424-81.4% | $6,924-71.9% |