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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 | $97,751-86.2% | $103,447-86.9% | $145,877-90.7% |
| Participation rate | 64.3% | 81.1%-16.8pp | 80.5%-16.2pp | 80.3%-16.0pp |
| Annual return | 7.14% | 25.43%-18.3pp | 23.92%-16.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $917 | $4,684-80.4% | $4,678-80.4% | $4,663-80.3% |
| Participant deferral / active EE | $2,453 | $6,603-62.8% | $6,624-63.0% | $6,691-63.3% |
| Admin fee / account holder | $524 | $12,515-95.8% | $9,415-94.4% | $13,402-96.1% |