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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 | $64,974 | $107,368-39.5% | $92,915-30.1% | $152,909-57.5% |
| Participation rate | 61.5% | 79.8%-18.3pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 4.59% | 145.64%-141.1pp | 109.45%-104.9pp | 345.46%-340.9pp |
| Employer contribution / active EE | $592 | $4,222-86.0% | $3,653-83.8% | $4,764-87.6% |
| Participant deferral / active EE | $2,698 | $4,848-44.3% | $4,238-36.3% | $5,851-53.9% |
| Admin fee / account holder | $788 | $7,082-88.9% | $5,796-86.4% | $11,601-93.2% |