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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 | $27,052 | $114,119-76.3% | $107,187-74.8% | $138,895-80.5% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 10.15% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $523 | $4,059-87.1% | $3,782-86.2% | $4,194-87.5% |
| Participant deferral / active EE | $2,388 | $5,538-56.9% | $5,096-53.1% | $6,396-62.7% |
| Admin fee / account holder | $305 | $10,024-97.0% | $9,162-96.7% | $12,562-97.6% |