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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 | $18,354 | $154,228-88.1% | $145,433-87.4% | $137,256-86.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 8.50% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $811 | $4,804-83.1% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $3,500 | $8,216-57.4% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |