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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 | $61,142 | $86,949-29.7% | $102,460-40.3% | $80,959-24.5% |
| Participation rate | 52.1% | 72.4%-20.3pp | 76.5%-24.4pp | 67.7%-15.6pp |
| Annual return | 8.07% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $603 | $2,370-74.6% | $3,025-80.1% | $2,757-78.1% |
| Participant deferral / active EE | $2,624 | $4,121-36.3% | $5,056-48.1% | $4,300-39.0% |
| Admin fee / account holder | $2,281 | $8,048-71.7% | $9,460-75.9% | $6,925-67.1% |