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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 | $48,327+38.7% | $67,575-0.8% | $80,935-17.2% |
| Participation rate | 28.9% | 66.4%-37.5pp | 72.9%-44.0pp | 67.7%-38.8pp |
| Annual return | 11.11% | 18.31%-7.2pp | 3528.98%-3517.9pp | 35.66%-24.5pp |
| Employer contribution / active EE | $359 | $2,022-82.3% | $2,736-86.9% | $2,757-87.0% |
| Participant deferral / active EE | $1,919 | $2,927-34.4% | $4,003-52.1% | $4,299-55.4% |
| Admin fee / account holder | $1,106 | $3,692-70.1% | $3,993-72.3% | $6,924-84.0% |