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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 | $60,882 | $49,239+23.6% | $70,462-13.6% | $79,858-23.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 5.07% | 30.08%-25.0pp | 109.08%-104.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $377 | $2,100-82.1% | $2,737-86.2% | $2,471-84.8% |
| Participant deferral / active EE | $1,701 | $2,769-38.6% | $3,710-54.1% | $3,740-54.5% |
| Admin fee / account holder | $341 | $2,876-88.1% | $3,845-91.1% | $5,306-93.6% |