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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 | $71,295 | $48,327+47.5% | $67,575+5.5% | $80,935-11.9% |
| Participation rate | 11.1% | 66.4%-55.3pp | 72.9%-61.8pp | 67.7%-56.6pp |
| Annual return | 5.68% | 18.31%-12.6pp | 3528.98%-3523.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $185 | $2,022-90.8% | $2,736-93.2% | $2,757-93.3% |
| Participant deferral / active EE | $2,259 | $2,927-22.8% | $4,003-43.6% | $4,299-47.5% |
| Admin fee / account holder | $309 | $3,692-91.6% | $3,993-92.3% | $6,924-95.5% |