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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 | $33,042 | $183,516-82.0% | $155,534-78.8% | $145,884-77.4% |
| Participation rate | 20.8% | 82.7%-61.9pp | 78.2%-57.4pp | 80.3%-59.5pp |
| Annual return | 7.15% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $91 | $5,315-98.3% | $4,675-98.1% | $4,662-98.0% |
| Participant deferral / active EE | $1,985 | $6,467-69.3% | $5,630-64.7% | $6,690-70.3% |
| Admin fee / account holder | $1,910 | $19,293-90.1% | $15,900-88.0% | $13,392-85.7% |