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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 | $67,042 | $48,337+38.7% | $67,560-0.8% | $80,959-17.2% |
| Participation rate | 28.9% | 66.4%-37.6pp | 72.9%-44.1pp | 67.7%-38.8pp |
| Annual return | 11.11% | 18.26%-7.2pp | 3533.50%-3522.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $359 | $2,023-82.3% | $2,737-86.9% | $2,757-87.0% |
| Participant deferral / active EE | $1,919 | $2,928-34.5% | $4,004-52.1% | $4,300-55.4% |
| Admin fee / account holder | $1,106 | $3,695-70.1% | $3,994-72.3% | $6,925-84.0% |