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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 | $29,518 | $70,435-58.1% | $96,575-69.4% | $85,856-65.6% |
| Participation rate | 67.3% | 61.8%+5.5pp | 69.8%-2.5pp | 69.3%-2.0pp |
| Annual return | 10.38% | 18.59%-8.2pp | 37.79%-27.4pp | 318.58%-308.2pp |
| Employer contribution / active EE | $155 | $1,413-89.0% | $2,357-93.4% | $2,565-94.0% |
| Participant deferral / active EE | $1,612 | $2,894-44.3% | $3,849-58.1% | $3,952-59.2% |
| Admin fee / account holder | $1,402 | $4,997-71.9% | $6,182-77.3% | $6,261-77.6% |