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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 | $66,022 | $103,392-36.1% | $87,104-24.2% | $152,897-56.8% |
| Participation rate | 65.2% | 79.4%-14.1pp | 76.9%-11.7pp | 82.5%-17.2pp |
| Annual return | 0.96% | 28.10%-27.1pp | 28.19%-27.2pp | 345.43%-344.5pp |
| Employer contribution / active EE | $435 | $3,221-86.5% | $2,521-82.8% | $4,764-90.9% |
| Participant deferral / active EE | $2,209 | $4,778-53.8% | $4,048-45.4% | $5,851-62.2% |
| Admin fee / account holder | $672 | $12,194-94.5% | $7,491-91.0% | $11,599-94.2% |