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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 | $14,143 | $110,337-87.2% | $102,383-86.2% | $145,877-90.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.03% | 24.83%-17.8pp | 24.94%-17.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $396 | $4,216-90.6% | $3,870-89.8% | $4,663-91.5% |
| Participant deferral / active EE | $3,696 | $5,621-34.2% | $5,060-27.0% | $6,691-44.8% |
| Admin fee / account holder | $5,087 | $9,750-47.8% | $8,391-39.4% | $13,402-62.0% |