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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 | $60,736 | $100,147-39.4% | $81,286-25.3% | $145,877-58.4% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.5%-16.6pp | 80.3%-27.4pp |
| Annual return | 6.56% | 34.44%-27.9pp | 24.80%-18.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $129 | $2,977-95.7% | $2,463-94.8% | $4,663-97.2% |
| Participant deferral / active EE | $1,846 | $4,607-59.9% | $3,883-52.5% | $6,691-72.4% |
| Admin fee / account holder | $6,480 | $8,201-21.0% | $5,764+12.4% | $13,402-51.6% |