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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 | $110,583 | $211,224-47.6% | $178,505-38.1% | $145,897-24.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 6.69% | 30.28%-23.6pp | 27.16%-20.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $119 | $4,577-97.4% | $3,955-97.0% | $4,663-97.4% |
| Participant deferral / active EE | $3,159 | $6,966-54.6% | $6,280-49.7% | $6,689-52.8% |
| Admin fee / account holder | $11,490 | $12,109-5.1% | $10,428+10.2% | $13,390-14.2% |