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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 | $81,038 | $88,672-8.6% | $105,223-23.0% | $82,448-1.7% |
| Participation rate | 52.9% | 67.9%-15.1pp | 75.0%-22.2pp | 68.1%-15.2pp |
| Annual return | 11.11% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $490 | $3,048-83.9% | $3,689-86.7% | $2,551-80.8% |
| Participant deferral / active EE | $2,458 | $4,036-39.1% | $5,072-51.5% | $4,139-40.6% |
| Admin fee / account holder | $478 | $7,146-93.3% | $8,859-94.6% | $7,234-93.4% |