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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 | $83,596 | $165,399-49.5% | $149,745-44.2% | $158,982-47.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 4.08% | 348.34%-344.3pp | 276.72%-272.6pp | 302.99%-298.9pp |
| Employer contribution / active EE | $867 | $5,105-83.0% | $4,646-81.3% | $4,763-81.8% |
| Participant deferral / active EE | $4,614 | $7,183-35.8% | $6,843-32.6% | $5,983-22.9% |
| Admin fee / account holder | $2,628 | $10,811-75.7% | $9,312-71.8% | $11,252-76.6% |