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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 | $36,750 | $80,781-54.5% | $102,437-64.1% | $74,478-50.7% |
| Participation rate | 37.1% | 65.7%-28.6pp | 74.5%-37.4pp | 67.2%-30.2pp |
| Annual return | 8.72% | 27.58%-18.9pp | 24.95%-16.2pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $299 | $3,160-90.6% | $3,871-92.3% | $2,626-88.6% |
| Participant deferral / active EE | $1,931 | $3,862-50.0% | $5,060-61.8% | $4,350-55.6% |
| Admin fee / account holder | $1,468 | $2,372-38.1% | $8,388-82.5% | $1,946-24.6% |