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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 | $33,053 | $84,236-60.8% | $170,435-80.6% | $70,126-52.9% |
| Participation rate | 67.9% | 70.8%-2.9pp | 83.6%-15.7pp | 69.5%-1.6pp |
| Annual return | 11.26% | 23.06%-11.8pp | 205.94%-194.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $152 | $3,387-95.5% | $5,432-97.2% | $2,343-93.5% |
| Participant deferral / active EE | $1,522 | $3,086-50.7% | $4,939-69.2% | $3,332-54.3% |
| Admin fee / account holder | $4,288 | $5,698-24.7% | $13,881-69.1% | $4,645-7.7% |