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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 | $93,106 | $95,406-2.4% | $185,849-49.9% | $85,847+8.5% |
| Participation rate | 42.9% | 68.8%-25.9pp | 81.7%-38.9pp | 69.3%-26.5pp |
| Annual return | 8.30% | 23.59%-15.3pp | 122.10%-113.8pp | 318.61%-310.3pp |
| Employer contribution / active EE | $314 | $3,314-90.5% | $5,169-93.9% | $2,565-87.8% |
| Participant deferral / active EE | $2,263 | $3,424-33.9% | $5,569-59.4% | $3,952-42.7% |
| Admin fee / account holder | $569 | $7,214-92.1% | $16,244-96.5% | $6,261-90.9% |