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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 | $212,386-84.1% | $199,883-83.1% | $138,895-75.7% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 2.14% | 47.75%-45.6pp | 43.81%-41.7pp | 145.39%-143.3pp |
| Employer contribution / active EE | $1,177 | $6,625-82.2% | $6,261-81.2% | $4,194-71.9% |
| Participant deferral / active EE | $8,454 | $9,617-12.1% | $9,138-7.5% | $6,396+32.2% |
| Admin fee / account holder | $2,882 | $18,233-84.2% | $17,268-83.3% | $12,562-77.1% |