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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 | $67,316 | $49,976+34.7% | $66,674+1.0% | $82,637-18.5% |
| Participation rate | 27.8% | 63.1%-35.3pp | 73.7%-45.9pp | 68.1%-40.3pp |
| Annual return | 13.21% | 39.09%-25.9pp | 321.24%-308.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $170 | $1,988-91.5% | $2,620-93.5% | $2,552-93.4% |
| Participant deferral / active EE | $1,567 | $2,847-45.0% | $4,084-61.6% | $4,126-62.0% |
| Admin fee / account holder | $5,085 | $4,594+10.7% | $5,098-0.3% | $7,339-30.7% |