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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 | $55,329 | $55,457-0.2% | $77,361-28.5% | $94,015-41.1% |
| Participation rate | 35.4% | 69.8%-34.4pp | 75.0%-39.5pp | 70.8%-35.4pp |
| Annual return | 8.08% | 15.57%-7.5pp | 1011.54%-1003.5pp | 17.84%-9.8pp |
| Employer contribution / active EE | $530 | $2,255-76.5% | $2,990-82.3% | $2,790-81.0% |
| Participant deferral / active EE | $2,373 | $3,069-22.7% | $3,911-39.3% | $4,249-44.2% |
| Admin fee / account holder | $2,870 | $4,334-33.8% | $5,894-51.3% | $8,951-67.9% |