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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 | $62,869 | $60,349+4.2% | $74,184-15.3% | $62,8810% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 2.89% | 21.38%-18.5pp | 17.74%-14.8pp | 20.14%-17.3pp |
| Employer contribution / active EE | $305 | $1,680-81.9% | $2,370-87.1% | $2,281-86.6% |
| Participant deferral / active EE | $2,523 | $2,856-11.7% | $3,550-28.9% | $3,203-21.2% |
| Admin fee / account holder | $20,507 | $4,261+381.3% | $5,586+267.1% | $4,296+377.4% |