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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 | $33,762 | $209,336-83.9% | $197,124-82.9% | $137,256-75.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 2.14% | 48.09%-46.0pp | 44.34%-42.2pp | 220.34%-218.2pp |
| Employer contribution / active EE | $1,177 | $6,591-82.1% | $6,227-81.1% | $4,156-71.7% |
| Participant deferral / active EE | $8,454 | $9,614-12.1% | $9,135-7.5% | $6,407+32.0% |
| Admin fee / account holder | $2,882 | $17,308-83.3% | $16,298-82.3% | $12,270-76.5% |