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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 | $15,323 | $91,179-83.2% | $178,499-91.4% | $79,852-80.8% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 4.74% | 24.19%-19.5pp | 151.10%-146.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $342 | $3,256-89.5% | $5,011-93.2% | $2,471-86.1% |
| Participant deferral / active EE | $2,111 | $3,236-34.8% | $5,202-59.4% | $3,740-43.6% |
| Admin fee / account holder | $579 | $6,749-91.4% | $13,986-95.9% | $5,306-89.1% |