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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 | $31,267 | $184,014-83.0% | $161,149-80.6% | $138,895-77.5% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.8%-24.3pp | 79.9%-25.4pp |
| Annual return | 3.33% | 21.52%-18.2pp | 21.16%-17.8pp | 145.39%-142.1pp |
| Employer contribution / active EE | $979 | $5,055-80.6% | $4,360-77.6% | $4,194-76.7% |
| Participant deferral / active EE | $3,515 | $6,909-49.1% | $6,153-42.9% | $6,396-45.0% |
| Admin fee / account holder | $652 | $18,027-96.4% | $15,194-95.7% | $12,562-94.8% |