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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 | $83,131 | $86,298-3.7% | $111,308-25.3% | $85,847-3.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 9.99% | 19.99%-10.0pp | 54.67%-44.7pp | 318.61%-308.6pp |
| Employer contribution / active EE | $31 | $2,044-98.5% | $2,732-98.9% | $2,565-98.8% |
| Participant deferral / active EE | $2,776 | $3,641-23.8% | $4,487-38.1% | $3,952-29.8% |
| Admin fee / account holder | $5,290 | $8,189-35.4% | $7,965-33.6% | $6,261-15.5% |