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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 | $35,227 | $62,177-43.3% | $81,370-56.7% | $74,478-52.7% |
| Participation rate | 35.1% | 64.1%-29.0pp | 69.5%-34.5pp | 67.2%-32.2pp |
| Annual return | 9.86% | 16.62%-6.8pp | 24.85%-15.0pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $424 | $1,881-77.4% | $2,464-82.8% | $2,626-83.8% |
| Participant deferral / active EE | $1,563 | $3,219-51.5% | $3,885-59.8% | $4,350-64.1% |
| Admin fee / account holder | $5,360 | $1,927+178.2% | $5,749-6.8% | $1,946+175.4% |