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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 | $24,655 | $65,364-62.3% | $92,909-73.5% | $72,975-66.2% |
| Participation rate | 26.9% | 68.3%-41.4pp | 76.0%-49.1pp | 69.5%-42.6pp |
| Annual return | 9.89% | 42.11%-32.2pp | 109.44%-99.5pp | 81.01%-71.1pp |
| Employer contribution / active EE | $530 | $2,594-79.6% | $3,653-85.5% | $2,440-78.3% |
| Participant deferral / active EE | $1,436 | $3,128-54.1% | $4,238-66.1% | $3,608-60.2% |
| Admin fee / account holder | $2,414 | $4,251-43.2% | $5,795-58.3% | $5,124-52.9% |