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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 | $35,645 | $57,541-38.1% | $95,740-62.8% | $75,173-52.6% |
| Participation rate | 34.4% | 62.5%-28.1pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 9.67% | 34.93%-25.3pp | 28.41%-18.7pp | 160.72%-151.1pp |
| Employer contribution / active EE | $160 | $1,808-91.2% | $2,836-94.4% | $2,671-94.0% |
| Participant deferral / active EE | $1,139 | $3,074-63.0% | $4,244-73.2% | $4,126-72.4% |
| Admin fee / account holder | $486 | $4,099-88.1% | $5,676-91.4% | $5,651-91.4% |