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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 | $40,186 | $154,228-73.9% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.19% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $257 | $4,804-94.6% | $4,554-94.4% | $4,156-93.8% |
| Participant deferral / active EE | $4,219 | $8,216-48.7% | $7,897-46.6% | $6,407-34.2% |
| Admin fee / account holder | $1,034 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |