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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 | $84,979 | $123,155-31.0% | $108,753-21.9% | $155,188-45.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 3.39% | 44.73%-41.3pp | 37.47%-34.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $27 | $2,811-99.0% | $2,427-98.9% | $4,248-99.4% |
| Participant deferral / active EE | $2,207 | $4,623-52.3% | $4,115-46.4% | $6,531-66.2% |
| Admin fee / account holder | $10,767 | $12,126-11.2% | $10,320+4.3% | $14,480-25.6% |