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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 | $33,835 | $100,139-66.2% | $85,187-60.3% | $145,884-76.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 7.77% | 84.15%-76.4pp | 66.67%-58.9pp | 551.85%-544.1pp |
| Employer contribution / active EE | $380 | $3,238-88.3% | $2,732-86.1% | $4,662-91.9% |
| Participant deferral / active EE | $980 | $5,296-81.5% | $4,525-78.3% | $6,690-85.3% |
| Admin fee / account holder | $1,034 | $7,262-85.8% | $6,162-83.2% | $13,392-92.3% |