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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 | $66,689 | $162,812-59.0% | $133,971-50.2% | $158,966-58.0% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 4.77% | 41.94%-37.2pp | 45.09%-40.3pp | 302.95%-298.2pp |
| Employer contribution / active EE | $873 | $4,976-82.5% | $3,919-77.7% | $4,762-81.7% |
| Participant deferral / active EE | $3,609 | $5,910-38.9% | $5,047-28.5% | $5,983-39.7% |
| Admin fee / account holder | $1,346 | $11,741-88.5% | $8,929-84.9% | $11,250-88.0% |