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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 | $82,771 | $99,994-17.2% | $146,643-43.6% | $85,847-3.6% |
| Participation rate | 57.0% | 73.1%-16.1pp | 80.1%-23.1pp | 69.3%-12.3pp |
| Annual return | 10.70% | 18.93%-8.2pp | 22.75%-12.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $435 | $2,559-83.0% | $4,137-89.5% | $2,565-83.0% |
| Participant deferral / active EE | $3,388 | $4,006-15.4% | $5,506-38.5% | $3,952-14.3% |
| Admin fee / account holder | $639 | $7,703-91.7% | $10,280-93.8% | $6,261-89.8% |