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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 | $34,426 | $77,638-55.7% | $156,551-78.0% | $62,881-45.3% |
| Participation rate | 37.1% | 71.2%-34.1pp | 84.0%-46.9pp | 69.3%-32.2pp |
| Annual return | 2.00% | 50.33%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,621 | $3,046-46.8% | $4,871-66.7% | $3,203-49.4% |
| Admin fee / account holder | $595 | $5,561-89.3% | $13,028-95.4% | $4,296-86.1% |