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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 | $74,379 | $110,379-32.6% | $102,412-27.4% | $145,884-49.0% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 9.00% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $364 | $4,216-91.4% | $3,870-90.6% | $4,662-92.2% |
| Participant deferral / active EE | $1,956 | $5,622-65.2% | $5,060-61.3% | $6,690-70.8% |
| Admin fee / account holder | $751 | $9,745-92.3% | $8,388-91.0% | $13,392-94.4% |