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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 | $101,186 | $111,814-9.5% | $103,378-2.1% | $145,978-30.7% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 8.86% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $487 | $4,215-88.5% | $3,870-87.4% | $4,662-89.6% |
| Participant deferral / active EE | $2,392 | $5,618-57.4% | $5,058-52.7% | $6,690-64.2% |
| Admin fee / account holder | $873 | $9,764-91.1% | $8,401-89.6% | $13,400-93.5% |