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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 | $67,107 | $89,367-24.9% | $141,191-52.5% | $72,975-8.0% |
| Participation rate | 61.7% | 75.1%-13.5pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 17.34% | 111.87%-94.5pp | 71.41%-54.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $378 | $3,115-87.9% | $4,736-92.0% | $2,440-84.5% |
| Participant deferral / active EE | $3,798 | $5,419-29.9% | $6,710-43.4% | $3,608+5.3% |
| Admin fee / account holder | $7,561 | $5,957+26.9% | $10,264-26.3% | $5,124+47.6% |