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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 | $76,990 | $78,670-2.1% | $109,173-29.5% | $85,847-10.3% |
| Participation rate | 34.9% | 68.3%-33.4pp | 75.9%-41.0pp | 69.3%-34.4pp |
| Annual return | 9.79% | 25.09%-15.3pp | 25.75%-16.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $379 | $2,734-86.1% | $3,723-89.8% | $2,565-85.2% |
| Participant deferral / active EE | $2,705 | $3,467-22.0% | $4,654-41.9% | $3,952-31.6% |
| Admin fee / account holder | $2,158 | $5,469-60.5% | $6,755-68.0% | $6,261-65.5% |