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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 | $38,658 | $162,136-76.2% | $152,301-74.6% | $154,746-75.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 7.98% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $142 | $4,890-97.1% | $4,624-96.9% | $4,379-96.8% |
| Participant deferral / active EE | $3,258 | $8,341-60.9% | $8,004-59.3% | $6,730-51.6% |
| Admin fee / account holder | $14,729 | $15,759-6.5% | $14,398+2.3% | $14,365+2.5% |