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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 | $24,229 | $135,956-82.2% | $123,894-80.4% | $273,972-91.2% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 0.69% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.8pp |
| Employer contribution / active EE | $416 | $5,170-91.9% | $4,617-91.0% | $4,869-91.5% |
| Participant deferral / active EE | $4,672 | $6,343-26.3% | $5,984-21.9% | $5,287-11.6% |
| Admin fee / account holder | $742 | $9,817-92.4% | $8,357-91.1% | $10,133-92.7% |