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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 | $80,880 | $86,298-6.3% | $111,308-27.3% | $85,847-5.8% |
| Participation rate | 53.2% | 73.3%-20.1pp | 77.3%-24.1pp | 69.3%-16.1pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.67%-44.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $407 | $2,044-80.1% | $2,732-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $1,688 | $3,641-53.6% | $4,487-62.4% | $3,952-57.3% |
| Admin fee / account holder | $5,426 | $8,189-33.7% | $7,965-31.9% | $6,261-13.3% |