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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 | $13,535 | $97,765-86.2% | $103,486-86.9% | $145,884-90.7% |
| Participation rate | 64.3% | 81.1%-16.9pp | 80.5%-16.3pp | 80.3%-16.0pp |
| Annual return | 7.14% | 25.44%-18.3pp | 23.93%-16.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $917 | $4,687-80.4% | $4,679-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $2,453 | $6,606-62.9% | $6,628-63.0% | $6,690-63.3% |
| Admin fee / account holder | $524 | $12,505-95.8% | $9,354-94.4% | $13,392-96.1% |