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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 | $81,762 | $110,379-25.9% | $102,412-20.2% | $145,884-44.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 6.35% | 24.84%-18.5pp | 24.94%-18.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $89 | $4,216-97.9% | $3,870-97.7% | $4,662-98.1% |
| Participant deferral / active EE | $1,592 | $5,622-71.7% | $5,060-68.5% | $6,690-76.2% |
| Admin fee / account holder | $1,232 | $9,745-87.4% | $8,388-85.3% | $13,392-90.8% |