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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 | $48,284+38.8% | $67,524-0.7% | $80,911-17.1% |
| Participation rate | 28.9% | 66.4%-37.5pp | 72.9%-44.0pp | 67.6%-38.8pp |
| Annual return | 11.11% | 18.27%-7.2pp | 3519.41%-3508.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $359 | $2,021-82.2% | $2,734-86.9% | $2,756-87.0% |
| Participant deferral / active EE | $1,919 | $2,927-34.4% | $4,001-52.0% | $4,297-55.3% |
| Admin fee / account holder | $1,106 | $3,688-70.0% | $4,001-72.4% | $6,935-84.1% |