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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 | $85,920 | $105,210-18.3% | $159,487-46.1% | $85,851+0.1% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.8%-18.7pp | 69.3%-5.2pp |
| Annual return | 11.00% | 45.08%-34.1pp | 263.71%-252.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $387 | $3,319-88.4% | $4,831-92.0% | $2,565-84.9% |
| Participant deferral / active EE | $4,564 | $5,946-23.2% | $7,354-37.9% | $3,952+15.5% |
| Admin fee / account holder | $8,963 | $6,934+29.3% | $10,804-17.0% | $6,261+43.2% |