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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 | $40,753 | $183,516-77.8% | $155,534-73.8% | $145,884-72.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 1.35% | 61.43%-60.1pp | 64.92%-63.6pp | 551.85%-550.5pp |
| Employer contribution / active EE | $821 | $5,315-84.5% | $4,675-82.4% | $4,662-82.4% |
| Participant deferral / active EE | $2,496 | $6,467-61.4% | $5,630-55.7% | $6,690-62.7% |
| Admin fee / account holder | $1,692 | $19,293-91.2% | $15,900-89.4% | $13,392-87.4% |