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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 | $88,397 | $86,288+2.4% | $111,306-20.6% | $85,851+3.0% |
| Participation rate | 55.0% | 73.3%-18.3pp | 77.3%-22.3pp | 69.3%-14.3pp |
| Annual return | 9.36% | 19.99%-10.6pp | 54.67%-45.3pp | 318.63%-309.3pp |
| Employer contribution / active EE | $82 | $2,044-96.0% | $2,732-97.0% | $2,565-96.8% |
| Participant deferral / active EE | $1,686 | $3,641-53.7% | $4,488-62.4% | $3,952-57.3% |
| Admin fee / account holder | $5,283 | $8,189-35.5% | $7,966-33.7% | $6,261-15.6% |