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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 | $133,550 | $135,956-1.8% | $123,894+7.8% | $273,972-51.3% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 0.81% | 56.63%-55.8pp | 47.52%-46.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $716 | $5,170-86.2% | $4,617-84.5% | $4,869-85.3% |
| Participant deferral / active EE | $2,573 | $6,343-59.4% | $5,984-57.0% | $5,287-51.3% |
| Admin fee / account holder | $890 | $9,817-90.9% | $8,357-89.3% | $10,133-91.2% |