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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 | $53,806 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 12.20% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $836 | $4,804-82.6% | $4,554-81.6% | $4,156-79.9% |
| Participant deferral / active EE | $2,481 | $8,216-69.8% | $7,897-68.6% | $6,407-61.3% |
| Admin fee / account holder | $6,794 | $14,344-52.6% | $13,129-48.3% | $12,270-44.6% |