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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 | $18,772 | $211,105-91.1% | $178,449-89.5% | $145,978-87.1% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.3pp | 80.3%-11.5pp |
| Annual return | 4.10% | 30.19%-26.1pp | 27.09%-23.0pp | 550.52%-546.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,747 | $6,959-17.4% | $6,277-8.4% | $6,690-14.1% |
| Admin fee / account holder | $514 | $12,017-95.7% | $10,362-95.0% | $13,400-96.2% |